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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-06-22 |
| TX | RA | APPROVED | 2023-06-22 |
Branch Locations
1 E Ohio St Floor 17, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 09/2006 | Present |
| J.P. Morgan Securities Llc | Indianapolis | IN | 07/2014 | Present |
| Jcsn Holdings Llc | Zionsville | IN | 03/2025 | Present |
Entity Name: JCSN HOLDINGS LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife and I are forming an LLC for the purpose of purchasing a second residence (lakehouse or condo). We will use the residence as a vacation home and may rent it out seasonally. For privacy and security purposes, we've been advised by our Attorney to title the real property inside of an LLC. Entity Name: FREETON HOLDING, LLC Investment related: Yes "Address: MONUMENT, CO 80132 The mailing address is 834-F S. Perry St. P.O. Box 336, Castle Rock, CO 80104" Nature of the other business: Condo Purchase Position/Title/Relationship: Member Start Date: 30-Sep-2020 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will not have any responsibilities, nor will I be participating. I will also not be paid or take any income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-30 |
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