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

Branch Locations

301 S. Mattis Ave, Champaign, IL 61821 • 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
Joseph Berardi Scholarship Fund Trust Urbana IL 06/2012 Present
J.P. Morgan Securities Llc Champaign IL 12/2003 Present
Jpmorgan Chase Bank, N.A. Champaign IL 12/2003 Present
  • 06/2012 → Present
    Joseph Berardi Scholarship Fund Trust
    Urbana, IL
  • 12/2003 → Present
    Champaign, IL
  • 12/2003 → Present
    Jpmorgan Chase Bank, N.A.
    Champaign, IL
Previous Registrations
  • 2005-07-06 → 2012-10-01
    Chase Investment Services Corp.
    Champaign, IL
    Urbana, IL
    Chicago, IL
    Champaign, IL
  • 2004-02-04 → 2005-07-06
    Banc One Securities Corporation
    Champaign, IL
  • 2003-07-18 → 2003-12-16
    Normal, IL
Other Businesses

ACTIVITY TYPE: 4 - OUTSIDE BUSINESS ACTIVITY WITH A NOT-FOR-PROFIT ORGANIZATION NAME OF ENTITY: JOSEPH BERARDI SCHOLARSHIP FUND TRUST POSITION: TRUSTEE / DIRECTOR START DATE: 6/21/2012 ADDRESS: 3017 URBANA IL DETAILS: THIS IS A 501C3 AND THE PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR THE EDUCATION OF STUDENTS, PRIMARILY FROM CANTON HIGH SCHOOL (PUBLIC) IN CANTON, IL, WITH FINANCIAL NEED BEING A CONSIDERATION. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): Minimal- will not interfere with work hours HOURS DURING TRADING: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-23
  • S66 Uniform Combined State Law Examination
    2003-06-23
Other Names
  • Lana Berardi
  • Lana Leigh Berardi

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