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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-19 |
| MI | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| K1 Properties Llc | Comstock | MI | 12/2008 | Present |
| J.P. Morgan Securities Llc | Jenison | MI | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Jenison | MI | 10/2015 | Present |
| County Farm Apartments, Llc. | Coopersville | MI | 07/2020 | Present |
| Ravenswood Apartments Llc | Grandville | MI | 06/2021 | Present |
| K1 Real Estate Llc | Grandville | MI | 06/2023 | Present |
Entity Name: K1 Real Estate LLC Investment related: Yes Address: Grandville, MI Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/30/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the sole member of K1 Real Estate LLC which will own residential investment properties. A property manager handles the day to day activities. This investment will not take time away from my daily activity at JPMC. Entity Name: Ravenswood Apartments LLC Investment related: Y Address: Grandville, MI Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/30/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: I am the sole member of Ravenswood Apartments LLC which will own residential investment properties. A property manager will handle all day to day activities. This is an investment that will not take any of my time away from my daily activity at JPMC." ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: COUNTY FARM APARTMENTS, LLC. POSITION: OWNER START DATE: 7/24/2020 ADDRESS: Grandville, MI DETAILS: 11 UNIT APARTMENT BUILDING. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 2 HOURS A MONTH HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: K1 PROPERTIES, LLC. POSITION: OWNER START DATE: 12/09/2008 ADDRESS: Grandville, MI DETAILS: FUTURE LLC TO BE USED FOR RENTALS. HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-03 |
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