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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-22 |
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED | 2016-01-08 |
Branch Locations
225 South Street 2Nd Floor, Morristown, NJ 07960 • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Llc. | New York | NY | 05/2011 | Present |
| Bike To The Beach Inc. | Washington | DC | 12/2020 | Present |
Entity Name: Bike to the Beach Inc. Investment related: Y Address: 1990 K Street NW 2nd Floor Washington, DC 20006 https://biketothebeach.org/ Nature of the other business: Community of people who combine biking, purpose, and fun to inspire individuals to overcome obstacles through personal challenge Position/Title/Relationship: Director Start Date: 12/03/2020 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 during trading hours Briefly describe your duties: Assist in various capacities such as Oversight, Strategic Direction, Deployment of Capital Resources, and Human Resources. Serve as a fiduciary and work on financial planning and analysis for the organization. Entity Name: Bike to the Beach, Inc. Investment related: No Address: 1990 Washington DC https://biketothebeach.org/ Nature of the other business: Bike to the Beach ("B2B") is a community-driven non-profit that raises funds and awareness for autism while promoting fun and the health benefits cycling. Since 2007, B2B's annual century-rides and various other events have raised over $3,000,000 for our mission. Through our charity rides, B2B has empowered over 4,000 participants and volunteers to join the B2B team and become actively engaged in our community. Together, we know that the team potential far exceeds the sum of its parts. With B2B, there is no personal glory. The struggle and the triumph experienced on the road and while fundraising and building awareness are shared by our participants, our community, and our sponsors. Position/Title/Relationship: Other Start Date: 01-Apr-2018 Approximate # of hours a month: Bi-weekly meetings Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Committee Chair for region focused on setting strategic direction of region with a emphasis on communications, logistics, and community building efforts. Effective 6/15/2018 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 | 2016-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-15 |
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