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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-19 |
| OR | RA | APPROVED | 2025-06-03 |
Branch Locations
560 Mission Street, San Francisco, CA 94105 • United States
805 Sw Broadway, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Tigard | OR | 11/1999 | 01/2018 |
| Wells Fargo Advisors Llc | Portland | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 01/2018 |
| Jgp Wealth Management, Llc | Portland | OR | 01/2018 | 12/2024 |
| J.P. Morgan Securities Llc | Portland | OR | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 01/2025 | Present |
Effective 1/6/2025 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-30 |
| S66 | Uniform Combined State Law Examination | 2004-11-22 |
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