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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_RES 2023-02-06
CA RA APPROVED 2019-09-15
  • TX RA
    APPROVED_RES
    Since 2023-02-06
  • CA RA
    APPROVED
    Since 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

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
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
  • 02/2015 → 12/2016
    Millbrae, CA
  • 02/2015 → 01/2017
    Jp Morgan Chase Bank
    Millbrae, CA
  • 01/2017 → 05/2019
    Jpmorgan Chase Bank, N.A
    Millbrae, CA
  • 06/2019 → Present
    Jpmorgan Securities Llc
    South San Francisco, CA
  • 07/2023 → Present
    J&J Family Real Estate Investment Llc
    San Francisco, CA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-07
S63 Uniform Securities Agent State Law Examination 2015-04-09
  • S66 Uniform Combined State Law Examination
    2019-08-07
  • S63 Uniform Securities Agent State Law Examination
    2015-04-09
Other Names
  • Isabelle Jiang

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