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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-27
TX RA APPROVED_RES 2023-11-27
  • CA RA
    APPROVED
    Since 2023-11-27
  • TX RA
    APPROVED_RES
    Since 2023-11-27

Branch Locations

1656 N. California Blvd, Floor 3, Walnut Creek, CA 94596 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 03/2020 06/2020
Millennium Partners New York NY 10/2017 12/2019
Drescher Capital San Francisco CA 08/2015 10/2017
Citi Private Bank San Francisco CA 06/2020 11/2023
Jpmorgan Chase Bank, Na San Francisco CA 11/2023 Present
Jpmorgan Securities Llc San Francisco CA 11/2023 Present
Unemployed Moraga CA 01/2020 02/2020
Uc Regents (Uc Berkeley Haas Business School) Berkeley CA 01/2024 Present
  • 03/2020 → 06/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 10/2017 → 12/2019
    Millennium Partners
    New York, NY
  • 08/2015 → 10/2017
    Drescher Capital
    San Francisco, CA
  • 06/2020 → 11/2023
    Citi Private Bank
    San Francisco, CA
  • 11/2023 → Present
    Jpmorgan Chase Bank, Na
    San Francisco, CA
  • 11/2023 → Present
    Jpmorgan Securities Llc
    San Francisco, CA
  • 01/2020 → 02/2020
    Unemployed
    Moraga, CA
  • 01/2024 → Present
    Uc Regents (Uc Berkeley Haas Business School)
    Berkeley, CA
Previous Registrations
Other Businesses

Entity Name: UC Regents (UC Berkeley Haas Business School) Investment related: No "Address: 2220 Piedmont Ave, Berkeley, CA 94720https://haas.berkeley.edu/" Nature of the other business: Education Position/Title/Relationship: Employee/Contractor Start Date: 01/18/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Education. Lecturer, teaching a 3 unit spring MBA course. No connection to JP Morgan.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-22
S63 Uniform Securities Agent State Law Examination 2000-08-07
  • S66 Uniform Combined State Law Examination
    2020-09-22
  • S63 Uniform Securities Agent State Law Examination
    2000-08-07
Other Names
  • Joel Matthew Drescher

View on SEC IAPD

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