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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2019-12-04
TX RA APPROVED_RES 2019-12-03
  • AZ RA
    APPROVED
    Since 2019-12-04
  • TX RA
    APPROVED_RES
    Since 2019-12-03

Branch Locations

150 W University Dr, Floor 04, Tempe, AZ 85281 • United States

277 Park Ave, Floor 2, New York, NY 10172-0003 • 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
Jpmorgan Chase Bank, N.A. Scottsdale AZ 10/2019 Present
J.P Morgan Securities Llc Scottsdale AZ 10/2019 Present
Usaa Investment Management Company Phoenix AZ 01/2018 10/2019
Usaa Group Phoenix AZ 11/2015 09/2019
Usaa Financial Advisors, Inc Phoenix AZ 11/2015 10/2019
Usaa Financial Planning Services Phoenix AZ 11/2015 01/2018
  • 10/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Scottsdale, AZ
  • 10/2019 → Present
    Scottsdale, AZ
  • 01/2018 → 10/2019
    Usaa Investment Management Company
    Phoenix, AZ
  • 11/2015 → 09/2019
    Usaa Group
    Phoenix, AZ
  • 11/2015 → 10/2019
    Usaa Financial Advisors, Inc
    Phoenix, AZ
  • 11/2015 → 01/2018
    Usaa Financial Planning Services
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-12
  • S66 Uniform Combined State Law Examination
    2015-07-12
Other Names
  • Trevor Heying

View on SEC IAPD

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