Heather Lozano is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with J.P. MORGAN SECURITIES LLC, STIFEL, NICOLAUS & COMPANY, INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | 2026-07-28 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2022-03-23 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2021-08-19 | 2022-02-15 | — |
| EDWARD D. JONES & CO., L.P. | 2019-08-19 | 2020-02-11 | — |