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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Dana Point | CA | 11/2014 | 10/2021 |
| Jpmorgan Chase Bank, N.A. | Dana Point | CA | 11/2014 | 10/2021 |
| Travis Poteet | Rancho Mission Viejo | CA | 04/2015 | Present |
| Wells Fargo | Mission Viejo | CA | 10/2021 | 03/2026 |
| J.P. Morgan Securities Llc | Irvine | CA | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 03/2026 | Present |
Travis Poteet, Videographer, NOT INVT RELATED, 45 Concepcion St., Rancho Mission Viejo, CA, 100% OWNERSHIP, START DATE 4/15/2015, 4 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF ART, PHOTOGRAPHY, VIDEOGRAPHY BUSINESS. Duties: Media Creation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-04 |
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