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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
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 |
|---|---|---|---|---|
| First Republic Bank | San Francisco | CA | 07/2000 | 08/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2023 | 08/2024 |
| J.P. Morgan Securities Llc | San Francisco | CA | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 06/2025 | Present |
| Unemployed | San Francisco | CA | 09/2024 | 05/2025 |
Effective 6/16/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-25 |
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