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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

RENEE LAMB

Advisor at J.P. MORGAN SECURITIES LLC

West Harrison, NY | Syracuse, NY | CICERO, NY | LIVERPOOL, NY

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Search this name across graphsid dfx:ria:7eb6e703-b0d2-6f52-02b8-71b225be853f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 7, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Nov 6, 2011
First registration: Nov 7, 2012
Dual registered: yes, broker-dealer
Other names: RENEE M MELDRUM|RENEE MARIE MELDRUM
IAPD individual key: 5903142

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 4, 2019	n/a	yes	Syracuse, NY\|West Harrison, NY\|CICERO, NY\|LIVERPOOL, NY	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Mar 5, 2018	Aug 28, 2019	no	SYRACUSE, NY	Previous registration
CADARET GRANT & CO INC	Former SEC adviser	Apr 10, 2017	Feb 22, 2018	no	SYRACUSE, NY	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Nov 7, 2012	Dec 6, 2016	no	Syracuse, NY\|MANLIUS, NY\|LIVERPOOL, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	J.P. MORGAN SECURITIES LLC	Aug 28, 2019	Sep 4, 2019	7	Firm change	Wirehouse to wirehouse
CADARET GRANT & CO INC	UBS FINANCIAL SERVICES INC.	Feb 22, 2018	Mar 5, 2018	11	Firm change	Other
J.P. MORGAN SECURITIES LLC	CADARET GRANT & CO INC	Dec 6, 2016	Apr 10, 2017	125	Firm change	Other

Relationships

Registered with (3)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Nov 7, 2012 to Dec 6, 2016factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Mar 5, 2018 to Aug 28, 2019factForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Apr 10, 2017 to Feb 22, 2018factForm ADV

Dated events

No dated event names this entity yet.