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Barry C Berman

J.P. Morgan Securities LLC

Boston, MA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-01
  • TX RA
    APPROVED
    Since 2024-04-01

Branch Locations

160 Federal Street, Boston, MA 02110 • 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
First Republic Bank Boston MA 11/2011 07/2023
First Republic Securities Company Boston MA 04/2012 10/2023
J.P. Morgan Securities Llc Boston MA 09/2023 Present
Jp Morgan Chase Bank, N.A. Boston MA 10/2023 Present
  • 11/2011 → 07/2023
    First Republic Bank
    Boston, MA
  • 04/2012 → 10/2023
    First Republic Securities Company
    Boston, MA
  • 09/2023 → Present
    J.P. Morgan Securities Llc
    Boston, MA
  • 10/2023 → Present
    Jp Morgan Chase Bank, N.A.
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-22
S63 Uniform Securities Agent State Law Examination 2012-11-10
  • S65 Uniform Investment Adviser Law Examination
    2024-03-22
  • S63 Uniform Securities Agent State Law Examination
    2012-11-10
Other Names
  • Barry C Berman
  • Barry Craig Berman

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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