J.P. Morgan Securities
2029 Century Park East, Suite 3700
Los Angeles, CA 90067
Lorenzo Esparza is a uniquely qualified Financial Advisor. A 2000 Loyola Law School graduate, Mr. Esparza provides customized wealth management services exclusively to high net worth individuals and foundations across the country. Mr. Esparza offers customized strategies typical of a boutique firm backed by the global resources of one of the most respected financial firms in the world.
About Lorenzo Esparza
Lorenzo Esparza is a Financial Advisor at J.P. Morgan Securities in Los Angeles. In his practice, Mr. Esparza serves a clientele of high net worth private clients and a select group of institutions in the areas of investment management, banking, credit, lending and holistic wealth management.
In addition to his daily responsibilities managing client relationships, Mr. Esparza oversees portfolio construction and modeling. He formulates investment strategies, guides clients towards appropriate money managers, customizing individually tailored portfolios, and analyzing investment performance. Using a tactical strategy, Mr. Esparza constructs portfolios with a focus on risk management.
Mr. Esparza works with the Banking team that assists his clients in their banking relationship with J.P. Morgan. Working with a dedicated team of banking service specialists, clients receive a highly distinctive and personalized experience.
Leveraging a J.P. Morgan leading balance sheet, Mr. Esparza works to create customized lending strategies that help meet clients' borrowing and liquidity needs. Working with lending specialists, he can analyze complex balance sheets and cash flow statements to work towards tailored financing arrangements. Mr. Esparza assists clients in structuring a credit solution that fits unique circumstances and personal wealth-management objectives.
In the area of wealth management, Mr. Esparza works with J.P. Morgan specialists and his client's tax and legal advisors to help develop strategies that balance financial and tax considerations with a client's values and desired legacy.
Active in the community, Mr. Esparza is the current Chairman of the Board of the Cancer Support Community-Benjamin Center in Los Angeles. He volunteers his time at the Annual Fund of the Chadwick School in Palos Verdes. Additionally, Mr. Esparza coaches Little League Baseball in Manhattan Beach where he resides with his wife Tonya and their two sons, Roman and Alonzo.
Mr. Esparza holds a Bachelor of Arts degree from the University of California, Santa Barbara and a Juris Doctor from Loyola Law School at Loyola Marymount University in Los Angeles.
AK, AZ, CA, CO, CT, FL, IL, MA, MD, MI, NC, NJ, NV, NY, TX, UT, WA
About J.P. Morgan Securities
J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.
The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. (“JPMS”), member FINRA, NYSE and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.
This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (“JPMS”). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.