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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
| FL | RA | APPROVED | 2022-05-25 |
Branch Locations
2 N Tamiami Trl Floor 01, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Sarasota | FL | 05/2007 | Present |
| J.P. Morgan Securities Llc | Sarasota | FL | 03/2022 | Present |
| Automated Wealth Systems, Llc | Sarasota | FL | 06/2025 | Present |
Entity Name: Automated Wealth Systems, LLC Investment related: No Address: Private Residence Nature of the other business: Holding Company Position/Title/Relationship: Owner Partner Start Date: 06/08/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Holding company for assets, content creation with potential of paid promotion, private angel investing & real estate investments, none have any connection to JPM or industry.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-09 |
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