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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-18 |
Branch Locations
100 Crescent Court 13Th Floor, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Dallas | TX | 05/2013 | 04/2023 |
| J.P. Morgan Securities Llc | Dallas | TX | 05/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 05/2023 | Present |
| Shay Interiors, Llc | Dallas | TX | 04/2026 | Present |
Entity Name: Shay Interiors, LLC Investment related: No Address: Private Residence Nature of the other business: Interior Design Position/Title/Relationship: Advisor/Officer Start Date: 04/15/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife owns and operates an interior design + home building company. For succession and estate planning purposes, I have ownership and management (co-manager of LLC). This will have no connection or similarity to my role at JPMC. My responsibilities will be largely administrative / supportive. Effective 5/18/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-01 |
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