Best Investors Account Sign in
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-17
OH RA APPROVED 2021-06-15
  • TX RA
    APPROVED
    Since 2021-06-17
  • OH RA
    APPROVED
    Since 2021-06-15

Branch Locations

8044 Montgomery Rd Ste 570 Towers Of Kenwood, Cincinnati, OH 45236 • United States

10100 Innovation Dr Ste 100, Miamisburg, OH 45342 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Na Cincinnati OH 10/2005 09/2020
Us Navy/Us Marine Corp Washington Dc DC 09/1989 11/2017
J.P. Morgan Securities Llc Cincinnati OH 10/2012 09/2020
Green Mountain Boys, Llc Loveland OH 04/2014 Present
Wells Fargo Clearing Services, Llc Cincinnati OH 09/2020 Present
  • 10/2005 → 09/2020
    Jpmorgan Chase Bank Na
    Cincinnati, OH
  • 09/1989 → 11/2017
    Us Navy/Us Marine Corp
    Washington Dc, DC
  • 10/2012 → 09/2020
    J.P. Morgan Securities Llc
    Cincinnati, OH
  • 04/2014 → Present
    Green Mountain Boys, Llc
    Loveland, OH
  • 09/2020 → Present
    Cincinnati, OH
Other Businesses

GREEN MOUNTAIN BOYS, LLC, NOT INVT RELATED, LOVELAND, OH, 100% OWNERSHIP, START DATE 11/7/2013, 8 HRS PER MONTH, 0 HRS DURING TRADING, BUYING, SELLING AND TRADING BASEBALL CARDS. COOPERATIVE FOR EDUCATION; INV RELATED; CINCINNATI, OH; EDUCATIONAL PROGRAMS ; FINANCE COMMITTEE MEMBER; START DATE: 10/06/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-14
S63 Uniform Securities Agent State Law Examination 2014-01-23
  • S66 Uniform Combined State Law Examination
    2021-06-14
  • S63 Uniform Securities Agent State Law Examination
    2014-01-23
Other Names
  • Ralph Joseph Winters
  • Joseph Matthew Jeffcott
  • Joe Jeffcott
  • Joseph Jeffcott

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor