Best Investors Account Sign in
Claim This Profile
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2024-07-10
NJ RA APPROVED 2024-07-01
NY RA APPROVED 2021-05-03
NC RA APPROVED 2016-02-16
LA RA APPROVED 2016-02-15
OH RA APPROVED 2016-02-12
TX RA APPROVED 2016-02-12
  • VT RA
    APPROVED
    Since 2024-07-10
  • NJ RA
    APPROVED
    Since 2024-07-01
  • NY RA
    APPROVED
    Since 2021-05-03
  • NC RA
    APPROVED
    Since 2016-02-16
  • LA RA
    APPROVED
    Since 2016-02-15
  • OH RA
    APPROVED
    Since 2016-02-12
  • TX RA
    APPROVED
    Since 2016-02-12

Branch Locations

277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc New York NY 02/2016 Present
Green Field Group, Llc Cranford NJ 02/2012 Present
Merry Meadow Holdings Llc Morristown NJ 02/2012 Present
  • 02/2016 → Present
    New York, NY
  • 02/2012 → Present
    Green Field Group, Llc
    Cranford, NJ
  • 02/2012 → Present
    Merry Meadow Holdings Llc
    Morristown, NJ
Previous Registrations
Other Businesses

Entity Name: Merry Meadow Holdings LLC Investment related: No Address: Morristown, NJ Nature of the other business: Farming Position/Title/Relationship: Yardwork Start Date: 01-Feb-2012 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Yardwork Entity Name: No name, its my house Investment related: Yes Address: Morristown, NJ Nature of the other business: We rent a house on our property to my parents, and we receive rental income Position/Title/Relationship: Owner Start Date: 31-Dec-2005 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Minimal Entity Name: Green Field Group, LLC Investment related: Yes Address: 340 Cranford, NJ Nature of the other business: This entity is a single-member LLC that is owned by JM Tonzola LLC. This entity currently owns a Limited Partnership stake in the Welder Reserve Fund I Position/Title/Relationship: Owner/Member Start Date: 02-Feb-2012 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Role of LLC owner/member Entity Name: JM Tonzola LLC Investment related: Yes Address: 340 Cranford, NJ Nature of the other business: This entity owns Green Field Group LLC. And the JM Tonzola LLC entity will make investments Position/Title/Relationship: Officer Start Date: 02-Feb-2012 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: None Entity Name: The Shure Family Charitable Foundation, Inc. Investment related: No Address: 2631 SUNSET BLVD HOUSTON TX 77005-2439 Nature of the other business: The purpose of the organization is to disperse the funds of the foundation to charitable causes on behalf of the Shure Family. Position/Title/Relationship: Director Start Date: 29-Jul-2017 Approximate # of hours a month: very little, 0 during business hours Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Director, I will be involved in discussion regarding dispersion of funds to charitable causes Entity Name: The Log Cabin Trust Investment related: No Address: Stirling Road Warren, NJ Nature of the other business: This organization is a private club devoted to the pursuit of trap and skeet shooting as recreation. Position/Title/Relationship: Officer Start Date: 20-Feb-2017 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Officer of the Log Cabin Trust DELBARTON SCHOOL ALUMNI BOARD; NOT INVESTMENT RELATED, ADDRESS: 230 MORRISTOWN NJ 07960; NATURE OF THE BUSINESS: PRIVATE SCHOOL; BOARD MEMBER, START DATE: JULY 2010,# OF HR'S WORKED: 5, # OF TRADING HR'S WORKED: 0, DUTIES: PLANNING EVENTS FOR THE ALUMNI,ETC. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-14
S63 Uniform Securities Agent State Law Examination 2000-01-19
  • S65 Uniform Investment Adviser Law Examination
    2009-09-14
  • S63 Uniform Securities Agent State Law Examination
    2000-01-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor