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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-11 |
| CA | RA | APPROVED | 2021-07-29 |
Branch Locations
555 California Street 32Nd Floor/ Suite 3200, San Francisco, CA 94104 • United States
Tiburon, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | San Francisco | CA | 07/2010 | Present |
| Jpmorgan Chase Bank | San Francisco | CA | 07/2010 | Present |
1) Entity Name: Gateway Public Schools Investment related: Yes Address: 1430 San Francisco, CA Nature of the other business: College preparatory, public charter school Position/Title/Relationship: Independent Investment Committee Member Start Date: 13-Oct-2015 Approximate # of hours a month: 4 per year Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Independent Investment Committee Member 2) Gateway Charter School/ Investment related?: no/ 1512 Golden Gate Ave, San Francisco, CA, 94115, Educational Establishment / Independent Investment Committee member/ Meet 4 times per year (1 hr) to discuss the asset allocation on the endowment assets/ start date: 8/1/2018/ time reqd during trading hours?: yes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-29 |
| S66 | Uniform Combined State Law Examination | 2005-03-28 |
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