Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-06-24 |
| CA | RA | APPROVED | 2015-08-11 |
| WV | RA | APPROVED | 2012-10-01 |
Branch Locations
325 W. Felicita Avenue, Escondido, CA 92025 • United States
1800 E Florida Ave, Floor 02, Hemet , CA 92544 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Escondido | CA | 03/2007 | Present |
| J.P. Morgan Securities Llc | Escondido | CA | 10/2012 | Present |
| Self | San Diego | CA | 10/2015 | 09/2016 |
| Jp Morgan Securities | Del Mar | CA | 03/2016 | 07/2025 |
Entity Name: Above Level Equine Ventures Investment related: No "Address: Escondido CA 92029" Nature of the other business: Horse Breeding Position/Title/Relationship: Owner/Partner Start Date: 01/24/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Buying, selling and breeding horses. There is no connection with my role here at JPMC. This would be with my mom, who is a retired nurse. We are currently working on the Operating Docs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-19 |
Reach out to this advisor