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Bruce G. Ledoux
Ann Regan

Anne E. Longmire, CFP®

Financial Advisor

Anne Longmire is a Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan. She holds a CERTIFIED FINANCIAL PLANNER™ designation which she earned in 2015. From the initial communication on, Anne is charged with making sure each client’s financial plan is working towards their individual wealth management goals. As a partner of The Ledoux Group, she adds more than eight years of financial service experience. She helps to manage complex account and investment related issues so that her client’s don’t have to.

Anne joined The Ledoux Group at Morgan Stanley as a Client Service Associate in 2005. Through dedication and commitment to putting the client first, she transitioned into her existing role as a Financial Advisor in 2013. A dedicated client advocate, Anne focuses on developing and maintaining client relationships and works hard to coordinate team and firm resources designed to best serve each client’s personalized wealth management strategy.

Anne graduated from the University of Rhode Island, where she earned a B.A. degree in Business Administration with a concentration in Finance. She lives in Medford, MA and in her free time, enjoys reading, hiking and playing ice hockey. Anne also is an active supporter and donor for Be the Match, a national bone marrow donor program.

Phone: 617.654.2058
Fax: 857.254.9408
Email:  anne.longmire@jpmorgan.com

Registered States: AZ, CA, CO, CT, D.C., Fl, GA, ID, LA, ME, MD, MA, MI, MN, NV, NH, NJ, NY, NC, OH, PA, RI, SC, TX, VT

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

Learn more about our firm and investment professionals through FINRA BrokerCheck.

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 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 be 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.

Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co (“JPMC”) and its subsidiaries worldwide. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.


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