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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-08-18 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
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 Bank N.A | Cypress | CA | 10/2012 | Present |
| J.P. Morgan Securities Llc | Cypress | CA | 10/2012 | Present |
| Chia Vine Properties, Llc | Fullerton | CA | 10/2024 | Present |
Entity Name: Chia Vine Properties, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Manage Properties for Creditor protection Entity Name: Our Nest Investment related: No "Address: 732 N Brea Blvd, Brea, CA 92821 ournestfullerton.com" Nature of the other business: Restaurant Position/Title/Relationship: Owner/Partner Start Date: 08/30/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The restaurant is a break and lunch diner. I will be a silent investor in the restaurant. No connection to JPMC and nothing like my role here as an advisor. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 11/1/2018 ADDRESS: 2900 FULLERTON, CA. DETAILS: Rental Income from Real Estate INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0-1 HOURS DURING TRADING: 0-1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-24 |
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