Elizabeth Lynn Baldwin
Also appears in the source record as: Lizz Lynn Baldwin
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (4)
- SIESeries 7Series 66Series 63
- Registered states (43)
- Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Virgin Islands · Virginia · Washington · Wisconsin · Wyoming
- Years in the industry (source record)
- 21
- 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 (8)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
-
Landaas & CompanyMilwaukee, WI · IA capacityJun 10, 2008 → Aug 19, 2009
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Landaas & CompanyMilwaukee, WI · BC capacityJun 10, 2008 → Aug 19, 2009
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Russell InvestmentsMilwaukee, WI · IA capacityNov 26, 2007 → Jun 2, 2008
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Russell Fund Distributors, Inc., Part Of Russell InvestmentsMilwaukee, WI · BC capacityNov 15, 2007 → Jun 2, 2008
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Charles Schwab & Co., Inc.Milwaukee, WI · BC capacityJul 27, 2004 → Sep 20, 2007
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Strong Investments, Inc.Menomonee Falls, WI · BC capacityJul 10, 2003 → Jul 13, 2004
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.