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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-08-18 |
| TX | RA | APPROVED | 2023-08-14 |
Branch Locations
100 W Putnam Ave Floor 04, Greenwich, CT 06830 • United States
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chase Securities Inc. | New York | NY | 05/2001 | 11/2016 |
| J.P. Morgan Securities Llc | Washington | DC | 05/2001 | Present |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 11/2016 | Present |
Entity Name: MHCI Group Investment related: No Address: 301 Mission Dr Suite 706 New Smyrna Beach FL 32170 www.mhcigroup.com Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/12/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Personally investing in housing community in FL Entity Name: Intervala Investment related: No "Address: 1001 Technology Dr Suite 1181 Mt Pleasant, PA 15666" Nature of the other business: Manufacturing Position/Title/Relationship: Owner/Partner Start Date: 05/28/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: High technology electromechanical equipment contract manufacturer. No overlap with JPMorgan. Passive Investor." Entity Name: North Highland Partners Investment related: Yes Address: https://www.northhighlandpartners.com/destination-basil Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/03/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investing in real estate Entity Name: Vegetable and Butcher Investment related: No "Address: https://vegetableandbutcher.com/pages/our-team 6001 Fallard Drive Upper Marlboro, MD 20772" Nature of the other business: Food Delivery Position/Title/Relationship: Owner/Partner Start Date: 12/20/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Meal delivery service in DC. Passive investor in the company. No other role. No connection to JPMChase." Entity Name: Fairway ECL - Infrastructure Equity Opportunity fund managed by Apollo Investment related: N/A Address: N/A Nature of the other business: Portfolio includes 19 infrastructure investments. Investments have contracted cash flows. Portfolio distributes income. Position/Title/Relationship: Investor (e.g. Limited Partner, Partial Owner, Passive Investor, etc. Start Date: 05-Oct-2018 Approximate # of hours a month: N/A Approximate # of hours during securities trading hours: N/A Briefly describe your duties: N/A Entity Name: Explore Museum Investment related: No Address: 5234 Washington DC http://exploremuseum.org/about-us Philosophical Purpose At Explore! Nature of the other business: A private 501(c)3 nonprofit organization, Explore! is dedicated to serving children birth through age 12 in the District of Columbia, Virginia and Maryland. Position/Title/Relationship: Director Start Date: 19-May-2017 Approximate # of hours a month: 2-3 hours per month Approximate # of hours during securities trading hours: 2-3 hours per month Briefly describe your duties: Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-23 |
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