Lily Fundora
Also appears in the source record as: Lily J Fundora; Lily J Paruma; Lily Johana Quinones; Lily Johan Quinonesparuma; Lily Quinonesparuma; Lily J Quinonez
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- Series 7TOSIESeries 6Series 66Series 63
- Registered states (3)
- Florida · North Carolina · Texas
- Years in the industry (source record)
- 7
- 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 (7)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
-
Merrill Lynch, Pierce, Fenner & Smith IncorporatedPembroke Pines, FL · IA capacityAug 29, 2025 → May 13, 2026
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedPembroke Pines, FL · BC capacityAug 28, 2025 → May 13, 2026
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Voya Financial Advisors, Inc.Cooper City, FL · IA capacityJan 29, 2024 → May 20, 2025
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Voya Financial Advisors, Inc.Windsor, CT · BC capacityJan 29, 2024 → May 20, 2025
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Wells Fargo Clearing Services, LLCFort Lauderdale, FL · BC capacityAug 22, 2018 → Aug 12, 2021
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.