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Jakub Urban

J.P. Morgan Securities LLC

Walnut Creek, CA

Sacramento, CA

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2018-02-09
TX RA APPROVED_RES 2013-09-19
CA RA APPROVED 2012-10-01
  • CO RA
    APPROVED
    Since 2018-02-09
  • TX RA
    APPROVED_RES
    Since 2013-09-19
  • CA RA
    APPROVED
    Since 2012-10-01

Branch Locations

1390 S. Main Street, Floor 1, Walnut Creek, CA 94596 • United States

4741 Madison Ave, Floor 02, Sacramento, CA 95841 • 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
Jp Morgan Chase Bank Walnut Creek CA 07/2015 Present
  • 07/2015 → Present
    Jp Morgan Chase Bank
    Walnut Creek, CA
Previous Registrations
  • 2011-01-05 → 2012-10-01
    Chase Investment Services Corp.
    Benicia, CA
    Vallejo, CA
    Vallejo, CA
    Santa Rosa, CA
    Sebastopol, CA
    Pittsburgh, CA
    Oakley, CA
    Antioch, CA
    Bay Point, CA
    Vallejo, CA
  • 2007-05-02 → 2009-01-29
    Banc Of America Investment Services, Inc.
    San Ramon, CA
  • 2006-07-20 → 2007-04-16
    Wells Fargo Investments, Llc
    Lafayette, CA
  • 2005-10-21 → 2005-11-07
    Piper Sandler & Co.
    East Palo Alto, CA
  • 2003-07-01 → 2005-10-21
    Wells Fargo Clearing Services, Llc
    Walnut Creek, CA
  • 2001-03-09 → 2003-07-01
    Prudential Equity Group, Llc
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-11
S63 Uniform Securities Agent State Law Examination 2000-10-06
  • S65 Uniform Investment Adviser Law Examination
    2000-10-11
  • S63 Uniform Securities Agent State Law Examination
    2000-10-06

View on SEC IAPD

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Other Offices

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BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
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