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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-07 |
| TX | RA | APPROVED | 2024-05-07 |
Branch Locations
270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | New York | NY | 06/2011 | Present |
| Jpmorgan Chase Bank Na | New York | NY | 11/2016 | Present |
| Recreo Llc | Oeste De La Playa Rejada | 07/2014 | Present | |
| Cambio | Roslyn | NY | 09/2025 | 09/2025 |
Entity Name: Cambio Investment related: No Address: Cambio Coffee https://cambioroasters.com/?gad_source=1&gad_campaignid=22372765575&gbraid=0AAAAAqq9jOwnuF5J_F_5CRbRsUMaU-0u7&gclid=CjwKCAjwtrXFBhBiEiwAEKen15ZrmaZVkka-DuLebV2ykYWE0HAjmjLSDeoaceHKnNrZndHdsVa2MBoCogMQAvD_BwE Nature of the other business: Coffee Position/Title/Relationship: Owner/Partner Start Date: 01/14/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: No responsibilities; just an outside an investment in the company." Entity Name: Altex Tube Investment related: Yes Address: Columbus, Mississippi 39701 Nature of the other business: Steel Position/Title/Relationship: Owner/Partner Start Date: 06/27/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Altex Tube is a Steel Tube Mill located in Mississippi. Altex is looking for financing to build out their newest Steel Mill. No connection to JPM. Investing in the Preferred Equity of the Company and no other responsibilities for me. Entity Name: VP Invest LLC Investment related: Yes "Address: Roslyn, NY 11576" Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 12/21/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is the LLC which will hold the interest in the Altex Steel Company (already pre-cleared) Entity Name: Recreo LLC Investment related: Address: 800 Oeste de la Playa Rejada, Costa Rica Nature of the other business: Property management Position/Title/Relationship: Partial Owner Start Date: 21 Jul 2014 Approximate # of hours a month: 2 Approximate # of hours during securities hours: 1 Briefly describe your duties: Limited / Silent Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-12 |
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