Osaic Wealth
27yrs
Top advisor by experience in Pineville
25yrs
Lance Griffith
Financial advisor at J.P. Morgan Securities
Lance Griffith has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Pineville, Louisiana. After seven years at Merrill and five years at Edward Jones, Lance joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 8 advisors with offices in Pineville, and one of 6 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?Top 11% by experience at J.P. Morgan Securities
Office3099 Hwy 28 E, Pineville, LA 71360
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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.
Career
- Sep 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- 2019 – 2025MerrillPreviously
- 2014 – 2019Edward JonesPreviously
Contact Lance
3099 Hwy 28 EPineville, LA 71360Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Lance
Tailored to Lance’s registration and firm.
- 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 Lance
How do I contact Lance?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Lance Griffith. Lance works from the Pineville, LA office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2002, about 25 years. Top 11% by experience at J.P. Morgan Securities.
What licenses does Lance hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Lance a fiduciary?
Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lance paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Lance for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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