Ameriprise Financial Services
26yrs
Top advisor by experience in Norridge
18yrs
Nancy Lay
Financial advisor at J.P. Morgan Securities
Nancy Lay is a fiduciary financial advisor in Norridge, Illinois, with 18 years in the industry. Nancy joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 8 advisors with offices in Norridge, and one of 8 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 25% by experience at J.P. Morgan Securities
Office4223 N. Harlem Ave, Norridge, IL 60706
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
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Nancy
(800) 999-2000Firm headquarters in New York, NY. Ask for Nancy. 4223 N. Harlem AveNorridge, IL 60706Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Nancy
Tailored to Nancy’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 Nancy
How do I contact Nancy?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Nancy Lay. Nancy works from the Norridge, IL office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 2008, about 18 years. Top 25% by experience at J.P. Morgan Securities.
What licenses does Nancy hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nancy paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Nancy 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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