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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-12-12 |
| LA | RA | APPROVED | 2011-09-09 |
| NC | RA | APPROVED | 2011-09-09 |
| OH | RA | APPROVED | 2011-09-09 |
| TX | RA | APPROVED | 2011-09-09 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
1450 Brickell Avenue 15Th Floor, Miami, FL 33131 • United States
100 Crescent Court 13Th Floor, Dallas, TX 75201 • 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 |
|---|---|---|---|---|
| J.P Morgan Securities Llc. | Boston | MA | 12/2010 | Present |
Entity Name: David Li Scholarship for Future Business Leaders and Entrepreneurs Investment related: No Address: Jupiter, Florida 33478 Nature of the other business: Scholarship Services Position/Title/Relationship: Owner/Partner Start Date: 05/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: With my personal capital, I am providing collegiate scholarship(s) to high-achieving high school student(s) with outstanding academic performance, demonstrated leadership, impact to the community, and financial need across at various communities in the U.S. This scholarship is awarded to a student(s) with the intention of pursuing a four-year college degree in business, finance, economics, and/or entrepreneurship. No student(s) will be affiliated with any clients or prospects. 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 | 2010-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-16 |
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