![Perry Laulu, financial advisor Lehi UT](/img/ws/profile-blank-sq.png)
Perry Laulu (CRD# 6627925) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lehi, UT and has over 8 years of experience in the finance industry.
![Kevin Larson, financial advisor Lehi UT](/img/ws/profile-blank-sq.png)
CRD# 4683570
Cetera Investment Advisers LLC
![Paul Winter, financial advisor Lehi UT](/img/ws/profile-blank-sq.png)
CRD# 1870699
Five Seasons Financial Planning LLC
![Thomas Abbott, financial advisor Lehi UT](/img/ws/profile-blank-sq.png)
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Saratoga Springs, UT | Jun 2024 - Current | < 1 |
Jpmorgan Chase Bank, N.a. | Saratoga Springs, UT | Jun 2024 - Current | < 1 |
Perry Laulu And Emily Brooke Pagano-laulu | Bluffdale, UT | May 2023 - Current | 1 |
Ivory Employee Leasing Corp | Murray, UT | Mar 2023 - Current | 1 |
Laulu Adventures | South Jordan, UT | Jan 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City, UT | Aug 2022 - Jun 2024 | 1 |
Bank Of America, N.a | Salt Lake City, UT | Aug 2022 - Jun 2024 | 1 |
U.s. Bank | Salt Lake City, UT | Oct 2021 - Sep 2022 | < 1 |
U.s. Bancorp Investments, Inc. | Salt Lake City, UT | Oct 2021 - Aug 2022 | < 1 |
J.p. Morgan Securities LLC | Sandy, UT | Mar 2016 - Oct 2021 | 5 |
Jpmorgan Chase Bank, N.a. | Sandy, UT | Mar 2016 - Oct 2021 | 5 |
Zions Bank | Lehi, UT | Feb 2007 - Mar 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2016 |
S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- TX
- UT
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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