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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-19 |
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