Elizabeth Y. Lozier
Professional summary
Elizabeth Young Lozier, who also goes by Elizabeth Young Lozier, Elizabeth A Young, Elizabeth Anne Young, Elizabeth Young, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in New York, New York.
Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2010. Elizabeth has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Elizabeth Young Lozier's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 15, 2023 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 277 Park Ave, New York, NY 10172July 6, 2020 - January 23, 2023
T. ROWE PRICE ASSOCIATES, INC.
March 10, 2020 - January 23, 2023
T. ROWE PRICE INVESTMENT SERVICES, INC.
May 14, 2010 - February 26, 2020
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/20/2025)
(2/21/2023)
(2/15/2023)
(2/21/2023)
(2/21/2023)
(2/15/2023)
(2/21/2023)
(2/21/2023)
(2/21/2023)
(10/20/2025)
(2/15/2023)
Exams
FINRA
Current Firm
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD#: 102920 / SEC#: 801-64031, 8-52182
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | STOCKHOLDER | |
| DONOHUE, JOHN THOMAS | DIRECTOR | 2372302 |
| HOFFMANN, JAMES ARTHUR | CHIEF ADMINISTRATIVE OFFICER | 1949574 |
| KLOZA, KEVIN | CHIEF COMPLIANCE OFFICER | 2188958 |
| LEKSTUTIS, CARMINE | CHIEF LEGAL OFFICER | 6990745 |
| LISHER, ANDREA | PRESIDENT AND DIRECTOR | 4493750 |
| MACHULSKI, MICHAEL RICHARD | DIRECTOR | 4726972 |
| SANZONE, JOSEPH FRANK | DIRECTOR | 6581797 |
| STRIFE, LOREN T | PRINCIPAL FINANCIAL AND OPERATIONS OFFICER | 5393453 |
Red Flags
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