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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-03-25
TX RA APPROVED 2024-03-22
  • LA RA
    APPROVED
    Since 2024-03-25
  • TX RA
    APPROVED
    Since 2024-03-22

Branch Locations

201 Saint Charles Ave Floor 28, New Orleans, LA 70170 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital One Securities, Inc. New Orleans LA 09/2007 05/2017
Jpmorgan Chase Bank, N.A. New Orleans LA 10/2017 Present
J.P. Morgan Securities Llc New Orleans LA 10/2017 Present
Unemployed New Orleans LA 05/2017 10/2017
Trout And Teal Club Llc New Orleans LA 01/2017 Present
J2R Holdings Llc New Orleans LA 06/2013 Present
Audubon Nd Holdings Llc New Orleans LA 06/2013 01/2020
Good Life Partners Iii Llc New Orleans LA 12/2011 Present
Good Life Partners I Llc New Orleans LA 10/2008 Present
  • 09/2007 → 05/2017
    Capital One Securities, Inc.
    New Orleans, LA
  • 10/2017 → Present
    Jpmorgan Chase Bank, N.A.
    New Orleans, LA
  • 10/2017 → Present
    New Orleans, LA
  • 05/2017 → 10/2017
    Unemployed
    New Orleans, LA
  • 01/2017 → Present
    Trout And Teal Club Llc
    New Orleans, LA
  • 06/2013 → Present
    J2R Holdings Llc
    New Orleans, LA
  • 06/2013 → 01/2020
    Audubon Nd Holdings Llc
    New Orleans, LA
  • 12/2011 → Present
    Good Life Partners Iii Llc
    New Orleans, LA
  • 10/2008 → Present
    Good Life Partners I Llc
    New Orleans, LA
Other Businesses

Entity Name: J2R HOLDINGS LLC Investment related: Yes Address: New Orleans, LA 70125 Nature of the other business: Owns an apartment building which pays a company to manage the property. Position/Title/Relationship: Owner Start Date: 07-Jun-2013 Approximate # of hours a month: 4/5 hrs per month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the sole member and owner of an LLC, Good Life Partners I LLC, which owns 100% of this LLC. Entity Name: LA RECOVERIES I LLC Investment related: Yes Address: 8117 DALLAS, TX Nature of the other business: Software company- Position/Title/Relationship: Other Start Date: 19-Aug-2011 Approximate # of hours a month: none Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No responsibilities with the company. Entity Name: LA RECOVERIES I LLC (f/k/a EQUITYMETRIX LLC) Investment related: Yes Address: 8117 DALLAS, TX Nature of the other business: The Company is a software company in the oil and gas space which does land data management and provides revenue recovery services Position/Title/Relationship: Other Start Date: 19 Aug 2011 Approximate # of hours a month: None Approximate # of hours during securities hours: 0 Briefly describe your duties: I am the sole member and owner of an LLC Entity Name: TROUT AND TEAL CLUB LLC Investment related: No Address: 200 NEW ORLEANS, LA Nature of the other business: This is an LLC set up to own a fishing camp Position/Title/Relationship: Partial Owner Start Date: 31 Jan 2017 Approximate # of hours a month: 1 Approximate # of hours during securities hours: 0 Briefly describe your duties: I will deal w the finances of the LLC Entity Name: Good Life Partners I LLC Investment related: Yes Address: 302 New Orleans, LA Nature of the other business: This is a sole member LLC which currently has two investments Position/Title/Relationship: Sole Proprietor Start Date: 14-Oct-2008 Approximate # of hours a month: 4/5 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the sole member and owner of the LLC Entity Name: Good Life Partners III LLC Investment related: Yes Address: 302 New Orleans, LA Nature of the other business: Sole member LLC Position/Title/Relationship: Sole Proprietor Start Date: 01-Dec-2011 Approximate # of hours a month: 0 Approximate # of hours during security: 0 Briefly describe your duties: I will deal w the finances of the LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-22
S63 Uniform Securities Agent State Law Examination 2003-10-20
  • S65 Uniform Investment Adviser Law Examination
    2024-03-22
  • S63 Uniform Securities Agent State Law Examination
    2003-10-20
Other Names
  • Joseph Louis Bonavita

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