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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-07 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Dallas | TX | 05/2005 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 11/2016 | Present |
Entity Name: Jesuit Foundation Investment Committee Investment related: Y Address: 12345 Inwood Rd. Dallas, TX 75244 https://www.jesuitdallas.org/giving/jesuit-foundation Nature of the other business: Foundation Position/Title/Relationship: Investment Committee Start Date: 08/16/2021 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: The board meets once per quarter for 2-3 hours. Briefly describe your duties: The Investment Committee consists of members that guide the investment allocation for Foundation portfolio.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-02 |
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