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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
| OH | RA | APPROVED | 2022-03-22 |
Branch Locations
8044 Montgomery Rd Floor 02, Cincinnati, OH 45236 • 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 | 07/2012 | Present |
| Jpmorgan Chase Bank Na | New York | NY | 07/2012 | Present |
| Cannon Cabins, Llc | Cincinnati | OH | 12/2025 | Present |
Entity Name: Cannon Cabins, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/09/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Cannon Cabins, LLC was formed with the intention to invest in a single family home located in the Sevierville, TN area. The property will be rented out. I am an owner of the cabin. The role is not similar to my role at JPM. Entity Name: Keep Cincinnati Beautiful Investment related: Yes Address: 1115 Bates Avenue, Cincinnati, OH 45225 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 03/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The non-profit does community clean up work, beautification projects and workforce development work for fields related to agriculture / the environment. I would serve as a board member and finance / investment committee member. My background in financial services would be applied to that committee. "Entity Name: YWCA Greater Cincinnati Investment related: Yes "Address: 898 Walnut St, Cincinnati, OH 45202 https://www.ywcacincinnati.org" Nature of the other business: Social Services Position/Title/Relationship: Employee/Contractor Start Date: 11/04/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Serving on Finance and Investment Committee - This is not board membership, only committee. There is not a connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-13 |
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