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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 2022-11-17
NJ RA APPROVED 2022-09-22
  • TX RA
    APPROVED
    Since 2022-11-17
  • NJ RA
    APPROVED
    Since 2022-09-22

Branch Locations

25 Deforest Avenue Floor 3, Summit, NJ 07901 • 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
Pnc Investments Millburn NJ 12/2012 12/2018
Jpmorgan Chase Bank Na Summit NJ 03/2022 Present
Jpmorgan Securities Llc Summit NJ 03/2022 Present
Pnc Financial Services Group Inc Millburn NJ 11/2012 03/2022
  • 12/2012 → 12/2018
    Pnc Investments
    Millburn, NJ
  • 03/2022 → Present
    Jpmorgan Chase Bank Na
    Summit, NJ
  • 03/2022 → Present
    Jpmorgan Securities Llc
    Summit, NJ
  • 11/2012 → 03/2022
    Pnc Financial Services Group Inc
    Millburn, NJ
Previous Registrations
Other Businesses

Entity Name: Savage Investments Investment related: No Address: 235 Ridgedale Ave, Cedar Knolls, NJ 0927 Nature of the other business: Sports Position/Title/Relationship: Owner/Partner Start Date: 11/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My husband is partnering up with other investors and opening up a Golf Simulator Location. I do not and will not hold any position or have any responsibilities. I am an owner as we needed my credit and assets to be able to get approved. But my husband will be the one managing This will not take any time away from my role. This business has zero conflict of interest with my current role.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
S63 Uniform Securities Agent State Law Examination 2004-12-30
  • S66 Uniform Combined State Law Examination
    2022-09-16
  • S63 Uniform Securities Agent State Law Examination
    2004-12-30
Other Names
  • Julia Maria Montufar

View on SEC IAPD

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