J.p. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
47yrs
J. Joseph Lally
Financial advisor at J.p. Morgan Securities
At a glance
Experience47 years (since 1980)
How that compares ?Top 1% by experience in Los Angeles
Office2029 Century Park East, Floor 37, Los Angeles, CA 90067
How the firm is paid ?Percent of assets, Other
States licensed ?2 states
Services through J.p. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowJ.p. Morgan Securities LLCCurrent firm
- 2019 – 2025J.p. Morgan Private Wealth Advisors LLCPreviously
- 1997 – 2019UBS Financial Services Inc.Previously
Questions to ask J. Joseph
Tailored to J. Joseph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About J. Joseph
How do I contact J. Joseph?
Call J.p. Morgan Securities at 800-999-2000 and ask for J. Joseph Lally. J. Joseph works from the Los Angeles, CA office.
How long has J. Joseph been a financial advisor?
J. Joseph has been in the industry since 1980, about 47 years. Top 1% by experience in Los Angeles.
What licenses does J. Joseph hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is J. Joseph a fiduciary?
J. Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is J. Joseph paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask J. Joseph for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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