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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-20 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Long Beach | CA | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Long Beach | CA | 05/2025 | Present |
Entity Name: SpaceX Investment related: No Address: Starbase, Texas spacex.com Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 12/10/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Space exploration, Rocket development and Launches, Satellite systems Entity Name: Rental Property Investment related: No Address: Harbor City, CA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Owner of a rental property. Wife manages the property. External role have no similarity to my role. No connection to JPMorgan Chase." ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 4/24/2017 ADDRESS: 2697 TORRANCE, CA. DETAILS: Rental property HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 6/21/2014 ADDRESS: 23340 HARBOR CITY, CA. DETAILS: Rental property HOURS DEDICATED (per month unless otherwise indicated): ZERO HOURS DURING TRADING: ZERO INVESTMENT RELATED: YES ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 6/23/2014 ADDRESS: 23400 HARBOR CITY, CA. DETAILS: Rental Property HOURS DEDICATED (per month unless otherwise indicated): NONE HOURS DURING TRADING: 0 INVESTMENT RELATED: YES ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 6/23/2014 ADDRESS: 23832 LOMITA, CA. DETAILS: Rental property HOURS DEDICATED (per month unless otherwise indicated): NONE HOURS DURING TRADING: ZERO INVESTMENT RELATED: YES HARBOR CITY, CA 90710. START: 10/31/2012. TO RECEIVE RENTAL INCOME. NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-18 |
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