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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-10
TX RA APPROVED 2025-10-10
  • NJ RA
    APPROVED
    Since 2025-10-10
  • TX RA
    APPROVED
    Since 2025-10-10

Branch Locations

302 E. Broad St. Floor 2, Westfield, NJ 07090 • United States

225 South Street, Morristown, NJ 07960 • 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
J.P. Morgan Securities Llc Morristown NE 11/2014 06/2022
Morgan Stanley New York NY 06/2022 09/2025
J.P. Morgan Securities Llc Westfield NJ 10/2025 Present
Previous Registrations
Other Businesses

Entity Name: Family Rental Property Investment related: No Address: Sayreville NJ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/15/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rent Collection and Administrative roles Entity Name: Family Rental Property Investment related: No Address: 374 Hampton Millponds Community Road Morganville NJ 07751 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Collect Rent and Pay Bills Entities: Family Rental Property; Family Condo Rental Property Position: Owner/Partner Address: Various locations in NJ (4 in Monroe, 1 in Washington, 2 in Aberdeen, 2 in Old Bridge, 2 in Wall and 1 in Lavallette, NJ) Details: Real Estate Investment Related: No Start Date: Between 11/01/2018 and 12/15/2025 Hours Dedicated: 0-10 Trading: 0 Duties: Collect rent and pay bills for multiple properties Entity Name: Family Rental Property Investment related: N Address: Old Bridge, New Jersey Nature of the other business: Rental Property Position/Title/Relationship: Owner Start Date: 09/01/2021 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 during trading hours Briefly describe your duties: Manage the bill payments and rental collection Entity Name: Condo Rental Monroe Township, NJ Investment related: Yes Address: Monroe Parke Monroe Township, NJ Nature of the other business: Family owned condo rental property Position/Title/Relationship: Owner Start Date: 31-Oct-2019 Approximate # of hours a month: 1-2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Collect rental payments and maintain rental files ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 12/15/2018 ADDRESS: 434 MONROE, NJ. TOWNHOME/CONDO. DETAILS: Condo rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1-2 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 11/1/2018 ADDRESS: 30 OLD BRIDGE, NJ. DETAILS: Passive Rental Income from the real estate property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 TO 2 HOURS PER MONTH HOURS DURING TRADING: 1 TO 2 HOURS PER MONTH *563307- Rental Property; Investment related -Yes; Wall, New Jersey; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 1; Administrative *563309- Rental Property; Investment related -Yes; Monroe, New Jersey; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 1; Administrative *601814 - Family Rental Property; Investment Related - Yes; Wall, New Jersey; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 2; Administrative.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-01
S63 Uniform Securities Agent State Law Examination 1999-06-30
  • S65 Uniform Investment Adviser Law Examination
    2002-10-01
  • S63 Uniform Securities Agent State Law Examination
    1999-06-30

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