Patricio Ortiz

J.P. Morgan Securities LLC

New Britain, CT

South Windsor, CT

Claim This Profile

Current Employers

J.P. Morgan Securities Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-11
CT	RA	APPROVED	2024-06-05

TX RA
APPROVED

Since 2024-06-11
CT RA
APPROVED

Since 2024-06-05

Branch Locations

417 Cottage Grove Rd, Bloomfield, CT 06002 • United States

176 Columbus Blvd, New Britain, CT 06051 • United States

700 Wethersfield Ave Ste F, Hartford, CT 06114 • United States

205 Gateway Blvd, South Windsor, CT 06074 • 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

Organization	City	State	From	To
Jpmorgan Chase Bank	Trumball	CT	11/2011	06/2024
Jpmorgan Securities Llc	Trumbull	CT	04/2015	06/2024
Jpmorgan Chase Bank, N.A	South Windsor	CT	06/2024	Present
J.P. Morgan Securities Llc	South Windsor	CT	06/2024	Present

11/2011 → 06/2024

Jpmorgan Chase Bank

Trumball, CT
04/2015 → 06/2024

Jpmorgan Securities Llc

Trumbull, CT
06/2024 → Present

Jpmorgan Chase Bank, N.A

South Windsor, CT
06/2024 → Present

J.P. Morgan Securities Llc

South Windsor, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-27
S63	Uniform Securities Agent State Law Examination	2015-07-08

S66 Uniform Combined State Law Examination

2024-03-27
S63 Uniform Securities Agent State Law Examination

2015-07-08

Other Names

Patricio Ortiz
Patricio Alberto Ortiz
Patricio A Ortiz

View on SEC IAPD

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