Megan Nielsen Courtney

Current Employers

Employment History

• 07/1997 → 05/2018
  Goldman, Sachs & Co.
  Miami, FL
• 06/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 06/2018 → Present
  Jpmorgan Securities, Llc.
  Miami, FL
• 04/2014 → Present
  Kleo, Inc.
  Hollywood, FL

Other Businesses

Entity Name: KLEO, INC. Investment related: Yes "Address: https://classwallet.com/ 6100 Hollywood Blvd, Suite 409, Hollywood, FL 33024" Nature of the other business: Private Placement Position/Title/Relationship: Owner/Partner Start Date: 04/01/2014 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: KLEO, INC. is a private placement started by our friend, Jamie Rosenberg and is the company which owns classwallet.com. It is a digital wallet technology designed to eliminate the burden of the purchasing and reimbursement process so customers can stay focused on their mission of making a difference. I have no role other than an investor. Investment predates my employment at JPMC. No connection to JPMC. I was recently reminded that we are investors, and therefore am now disclosing it." Effective 6/18/2018 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.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-20
• S65 Uniform Investment Adviser Law Examination
  1999-11-29
• S63 Uniform Securities Agent State Law Examination
  1999-04-20

Other Names

• Megan Elizabeth Tage
• Megan Elizabeth Nielsen
• Megannielsen Courtney