Best Investors Account Sign in

Heather Marie Sara

J.P. Morgan Securities LLC

Beachwood, OH

Woodmere, OH

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-06-18
OH RA APPROVED 2017-11-07
  • TX RA
    APPROVED
    Since 2019-06-18
  • OH RA
    APPROVED
    Since 2017-11-07

Branch Locations

22801 Chagrin Boulevard, Beachwood, OH 44122 • United States

28790 Chagrin Blvd., Woodmere, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Pepper Pike OH 09/2007 02/2018
J.P. Morgan Securities Llc Beachwood OH 12/2014 Present
Jp Morgan Chase Bank Pepper Pike OH 03/2018 05/2018
Jpmorgan Chase Bank, N.A. Beachwood OH 06/2018 Present
  • 09/2007 → 02/2018
    Jpmorgan Chase Bank
    Pepper Pike, OH
  • 12/2014 → Present
    J.P. Morgan Securities Llc
    Beachwood, OH
  • 03/2018 → 05/2018
    Jp Morgan Chase Bank
    Pepper Pike, OH
  • 06/2018 → Present
    Jpmorgan Chase Bank, N.A.
    Beachwood, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-02
S63 Uniform Securities Agent State Law Examination 2015-06-25
  • S66 Uniform Combined State Law Examination
    2017-11-02
  • S63 Uniform Securities Agent State Law Examination
    2015-06-25
Other Names
  • Heather Sara
  • Heather Marie Maclearie
  • Heather M Sara

View on SEC IAPD

Other Firms

NORTH STAR ADVISORY GROUP, LLC
CM WEALTH ADVISORS LLC
PHILIPP CAPITAL ADVISORS
TIDMORE RETIREMENT PLANNING SPECIALISTS
NEO INVESTMENT COUNSEL, LLC
SEQUOIA FINANCIAL GROUP, L.L.C.
C.N.M. MANAGEMENT, LLC
BRIGHTON JONES LLC

Other Investors

NICHOLAS ISAAC STERN
MARK KANGAS
ERIK SHANNON KEISTER
Brian Mitchell Duffield
Forrest Duncan Kuchling
Rachel M Smylie
AILEEN PATRICIA BOST
Nicholas James Evans

Other Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH
TIDMORE RETIREMENT PLANNING SPECIALISTS · BEACHWOOD, OH
NEO INVESTMENT COUNSEL, LLC · CLEVELAND, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
C.N.M. MANAGEMENT, LLC · CLEVELAND, OH

More in Beachwood, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor