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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-08 |
Branch Locations
600 Travis St Floors 61St & 62Nd, Houston, TX 77002-3009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Houston | TX | 09/2007 | Present |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 11/2016 | Present |
Entity Name: The Rise School Investment related: Yes "Address: 5618 Croswell St. Houston, TX 77021" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: No connection to JPMC. I will be an advisor on the finance committee. We discuss budgets for and financial outlook for the school. I will have no access/authority on bank accounts and/or investment accounts."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-29 |
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