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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-13 |
| TX | RA | APPROVED | 2023-07-12 |
Branch Locations
25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Summit | NJ | 07/2010 | Present |
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 11/2016 | Present |
Entity Name: Kessler Foundation Investment related: No "Address: 120 East Hanover, NJ Kessler Foundation https://kesslerfoundation.org/" Nature of the other business: Rehabilitation research and employment funding. Our mission is to change the lives of people with disabilities. Position/Title/Relationship: Trustee Start Date: 14-Sep-2019 Approximate # of hours a month: 30 hours per year Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment committee member and other committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-16 |
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