Ronald Lamb

CRD 2737035 · J.P. Morgan Securities LLC · Orlando, FL

BrokerRegistration inactive

Also appears in the source record as: Ronald R Lamb

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Inactive
Exams passed (6): Series 79TOSIESeries 7Series 6Series 65Series 63
Registered states: Not yet retrieved from the source record
Years in the industry (source record): 23
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (5)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Orlando, FL · BC capacity

start not retrieved → present
J.P. Morgan Securities LLC
Lake Mary, FL · IA capacity

Nov 14, 2024 → Feb 11, 2026
Truist Advisory Services, Inc.
Lake Mary, FL · IA capacity

Sep 12, 2016 → Jun 30, 2023
Truist Investment Services, Inc.
Lake Mary, FL · BC capacity

Jun 27, 2002 → Jun 30, 2023
Suntrust Investment Services, Inc.
Lake Mary, FL · IA capacity

May 24, 2006 → Dec 31, 2016

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2737035 ↗ FINRA BrokerCheck record for CRD 2737035 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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