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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-31 |
| TX | RA | APPROVED | 2024-01-31 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
925 Westchester Avenue Floor 04, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Briarcliff | NY | 03/2014 | 04/2021 |
| Jp Morgan Chase Bank | Briarcliff | NY | 11/2015 | 09/2016 |
| Jp Morgan Chase Bank | Briarcliff | NY | 09/2016 | 11/2016 |
| Jp Morgan Chase Bank | Yorktown Heights | NY | 11/2016 | 04/2021 |
| Temple Shaaray Tefila | Bedford Corners | NY | 09/2018 | 09/2019 |
| Temple Beth El Of Nother Westchester | Chappaqua | NY | 09/2019 | 06/2022 |
| Fidelity Inestments | Ossining | NY | 05/2021 | 04/2022 |
| Ubs Financial Services Inc. | New York | NY | 06/2022 | 01/2024 |
| J.P. Morgan Securities Llc | West Harrison | NY | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | West Harrison | NY | 01/2024 | Present |
| Officiant | Ossining | NY | 06/2024 | Present |
| Ossining Food Pantry | Ossining | NY | 06/2024 | Present |
Entity Name: Officiant Investment related: No Address: Ossining, NY 10562 Nature of the other business: Marriage Officiant Position/Title/Relationship: Employee/Contractor Start Date: 06/28/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: I marry people. This has nothing to do with my role at JPMC" Entity Name: Ossining Food Pantry Investment related: No "Address: 7 South Highland Ave Ossining, NY 10562" Nature of the other business: Food Pantry Position/Title/Relationship: Employee/Contractor Start Date: 06/05/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: I hand out food to those less fortunate.This has nothing to do with JPMC or my role at JPMC" Effective 1/16/2024 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 | 2016-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-22 |
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