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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-02-26 |
| TX | RA | APPROVED | 2024-02-26 |
Branch Locations
241 5Th Ave N Suite 900, Minneapolis, MN 55401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Minneapolis | MN | 07/2007 | Present |
| Jpmorgan Chase Bank, N.A. | Minneapolis | MN | 07/2007 | Present |
Entity Name: Goodwill-Easter Seals Foundation Investment related: N "Address: 553 Fairview Ave. N St. Paul, MN 55104 https://www.goodwilleasterseals.org/donate/foundation " Nature of the other business: Commerce Position/Title/Relationship: Board Member Start Date: 10/15/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board member on the Goodwill-Easter Seals Foundation, a support organization for Goodwill-Easter Seals Minnesota. I will be seeking a role on the Finance and Investment Committee. Entity Name: Goodwill-Easter Seals Minnesota Investment related: Y Address: 553 FAIRVIEW AVE. NORTH ST. PAUL, MINNESOTA 55104 TEL 651.379.5951 FAX 651.379.5802 www.goodwilleasterseals.org Nature of the other business: Commerce Position/Title/Relationship: Board Member Start Date: 02/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The role is not similar to my role at JPMC. I am a member of the board of directors and also a member of the finance & operations committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
| S66 | Uniform Combined State Law Examination | 2007-11-26 |
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