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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-07-31
  • IL RA
    APPROVED
    Since 2024-07-31

Branch Locations

800 W. Madison Street, Oak Park, IL 60302 • United States

6532 W. Cermak Road, Berwyn, IL 60402 • United States

40 N Mannheim Rd, Hillside, IL 60162 • United States

2800 S 17Th Ave, Broadview, IL 60155 • 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. Berwyn IL 05/2015 Present
J.P. Morgan Securities Llc Berwyn IL 05/2015 Present
Best Buy Chicago IL 03/2012 03/2018
Ec Renovations Llc Maywood IL 12/2023 Present
  • 05/2015 → Present
    Jpmorgan Chase Bank, N.A.
    Berwyn, IL
  • 05/2015 → Present
    Berwyn, IL
  • 03/2012 → 03/2018
    Best Buy
    Chicago, IL
  • 12/2023 → Present
    Ec Renovations Llc
    Maywood, IL
Other Businesses

Entity Name: EC RENOVATIONS LLC Investment related: No Address: MAYWOOD IL 60153 Nature of the other business: Real Estate Position/ Title/ Relationship: Owner/Partner Start Date: Dec 07, 2023 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Purchasing real estate, renovating it, rent to tenants, cash out refinance the property. I had a client who is a real estate agent / general contractor and I will be working with him across all the stages of the property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-31
S63 Uniform Securities Agent State Law Examination 2015-08-04
  • S66 Uniform Combined State Law Examination
    2024-07-31
  • S63 Uniform Securities Agent State Law Examination
    2015-08-04
Other Names
  • Edwin Contreeras

View on SEC IAPD

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