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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-09-19
AZ RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2013-09-19
  • AZ RA
    APPROVED
    Since 2012-10-01

Branch Locations

4040 E. Chandler Blvd., Phoenix, AZ 85048 • United States

6155 N Scottsdale Rd, Floor 1, Scottsdale, AZ 85250 • United States

1800 E Florida Ave, Floor 02, Hemet , CA 92544 • 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 Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Phoenix AZ 10/2012 Present
Jab Fitness Tempe AZ 07/2022 06/2025
Jpmorgan Chase Bank, N.A. Phoenix AZ 05/2003 Present
  • 10/2012 → Present
    Phoenix, AZ
  • 07/2022 → 06/2025
    Jab Fitness
    Tempe, AZ
  • 05/2003 → Present
    Jpmorgan Chase Bank, N.A.
    Phoenix, AZ
Previous Registrations
  • 2006-03-02 → 2012-10-01
    Chase Investment Services Corp.
    Phoenix, AZ
    Sun Lakes, AZ
    Chandler, AZ
    Chandler, AZ
    Casa Grande, AZ
    Tempe, AZ
    Tempe, AZ
    Chicago, IL
Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: AKA PROPERTY HOLDINGS, LLC. POSITION: MEMBER OF AN MANAGER MANAGED LIMITED LIABILITY COMPANY START DATE: 12/31/2015 ADDRESS: 3341 GILBERT, AZ DETAILS: LLC IS OWNER OF 40 ACRES VACANT LAND IN SURPRISE AZ. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-20
S63 Uniform Securities Agent State Law Examination 2000-09-01
  • S66 Uniform Combined State Law Examination
    2006-02-20
  • S63 Uniform Securities Agent State Law Examination
    2000-09-01

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