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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

SHAUN CRAIG LEHRER

Advisor at J.P. MORGAN SECURITIES LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e33af229-ab13-ef88-22d4-b035a8973282

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 2, 2015 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: Sep 29, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 29, 2004
First registration: Mar 2, 2015
Dual registered: yes, broker-dealer
Other names: SHAUN C LEHRER|SHAUN LEHRER
IAPD individual key: 4677534

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	Jun 14, 2024	n/a	yes	MORRISTOWN, NJ\|NEWTON, NJ\|HACKETTSTOWN, NJ\|Bernardsville, NJ\|BOONTON, NJ\|PARSIPPANY, NJ\|DOVER, NJ\|LEDGEWOOD, NJ\|Mendham, NJ\|SPARTA, NJ\|MADISON, NJ\|Cedar Knolls, NJ\|Clinton, NJ\|LAKE HIAWATHA, NJ\|VERNON, NJ\|CHESTER, NJ\|Stanhope, NJ\|FRANKLIN, NJ\|FLEMINGTON, NJ\|DENVILLE, NJ\|WEST CALDWELL, NJ\|MORRIS PLAINS, NJ\|MOUNT FREEDOM, NJ\|LIVINGSTON,, NJ\|New Providence, NJ\|Clifton, NJ\|Morristown , NJ\|LINDEN, NJ\|MONTCLAIR, NJ\|CLIFTON, NJ\|ORANGE, NJ\|WOODLAND PARK, NJ\|ELIZABETH, NJ\|CLIFTON, NJ\|West Orange, NJ\|FLORHAM PARK, NJ\|MILLBURN, NJ\|GARFIELD, NJ\|ELMWOOD PARK, NJ\|PASSAIC, NJ\|FAIRFIELD, NJ\|Colonia, NJ\|PATERSON, NJ\|CEDAR GROVE, NJ\|VERONA, NJ\|PATERSON, NJ\|SUMMIT, NJ\|WALLINGTON, NJ\|UNION, NJ\|UPPER MONTCLAIR, NJ\|CRANFORD, NJ\|AVENEL, NJ\|PERTH AMBOY, NJ\|SHORT HILLS, NJ\|WESTFIELD, NJ\|SOUTH ORANGE, NJ\|ROSELLE, NJ\|HILLSIDE, NJ\|EAST HANOVER, NJ	Current employment
MORGAN STANLEY	Wirehouse	Mar 2, 2015	Jun 14, 2024	no	Short Hills, NJ\|PARAMUS, NJ\|Paramus, NJ\|PEARL RIVER, NY\|Morristown, NJ\|Short Hills, NJ	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
MORGAN STANLEY	J.P. MORGAN SECURITIES LLC	Jun 14, 2024	Jun 14, 2024	0	Firm change	Wirehouse to wirehouse

Relationships

Registered with (2)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Jun 14, 2024 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 2, 2015 to Jun 14, 2024factForm ADV

Dated events

Occurred
Jun 14, 2024
Advisor changed firm
Shaun Craig Lehrer left Morgan Stanley for J.P. Morgan Securities Llc (registered 2024-06-14)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e33af229-ab13-ef88-22d4-b035a8973282
First observed: Mar 2, 2015
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SHAUN CRAIG LEHRER

Advisor at J.P. MORGAN SECURITIES LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e33af229-ab13-ef88-22d4-b035a8973282

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

J.P. MORGAN SECURITIES LLC

Wirehouse

Jun 14, 2024

n/a

yes

Current employment

MORGAN STANLEY

Wirehouse

Mar 2, 2015

Jun 14, 2024

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MORGAN STANLEY

J.P. MORGAN SECURITIES LLC

Jun 14, 2024

Firm change

Wirehouse to wirehouse