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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-04 |
| IL | RA | APPROVED | 2014-02-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Riverwoods | IL | 02/2014 | Present |
Entity Name: Lyle Berkson Investment related: No Address: Des Plaines, Illinois, 60016 Nature of the other business: Real Estate Position/Title/Relationship: Employee/Contractor Start Date: 10/06/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Residential rental Entity Name: Lake Lawn Resort Delavan Wisconsin Investment related: No Address: 2400 E Geneva St., Delavan Wisconsin Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/02/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Hotel rentals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-27 |
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