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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| CA | RA | APPROVED | 2019-09-15 |
Branch Locations
2248 Westborough Blvd, Ste 601 & 602, South San Francisco, CA 94080 • United States
4669 Mission St, San Francisco, CA 94112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Millbrae | CA | 02/2015 | 12/2016 |
| Jp Morgan Chase Bank | Millbrae | CA | 02/2015 | 01/2017 |
| Jpmorgan Chase Bank, N.A | Millbrae | CA | 01/2017 | 05/2019 |
| Jpmorgan Securities Llc | South San Francisco | CA | 06/2019 | Present |
| J&J Family Real Estate Investment Llc | San Francisco | CA | 07/2023 | Present |
Entity Name: J&J Family Real Estate Investment LLC Investment related: No Address: San Francisco, CA 94124 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Family real estate investment activities to invest in rental properties. Entity Name: Investment property Investment related: No Address: 21143 Titian Dr, Magnolia, TX 77355 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/01/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property Entity Name: Investment property Investment related: No Address: 135 Mountain Ct, Covington, GA 30016 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/13/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property Entity Name: Investment property Investment related: No Address: 1010 Frienza ave, Sacramento, CA 95815 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/12/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property Entity Name: Investment Property Investment related: No Address: Sacramento, CA 95815 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/12/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the owner of the rental property. Entity Name: Investment Property Investment related: No Address: Magnolia TX 77355 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/31/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the owner of the rental property. Entity Name: Investment Property Investment related: No Address: Covington, GA 30016 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/13/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the owner of the rental property. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: PARTIAL OWNER / LANDLORD - RENTAL PROPERTY START DATE: 11/1/2017 ADDRESS: 837 VALLEJO, CA. DETAILS: Collect rent from the rental HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 10/1/2017 ADDRESS: 1442, Fresno, CA DETAILS: Co -Owner for rental property HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 4/1/2017 ADDRESS: 608 Stockton, CA 95203 DETAILS: Collect rent HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-09 |
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