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Santa Barbara, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivy Advisors, Llc | Santa Barbara | CA | 07/2007 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Santa Barbara | CA | 02/2019 | Present |
| Jpmorgan Securities, Llc. | Santa Barbara | CA | 02/2019 | Present |
I will be an employee of both JPMorgan Securities, LLC. and JPMorgan Chase Bank, N.A. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-16 |
| S65 | Uniform Investment Adviser Law Examination | 2007-12-21 |
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