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Catherine G Fix

J.P. Morgan Securities LLC

San Francisco, CA

Portland, OR

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-03-21
TX RA APPROVED 2024-03-21
  • OR RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED
    Since 2024-03-21

Branch Locations

560 Mission Street, San Francisco, CA 94105 • United States

805 Sw Broadway, Portland, OR 97205 • 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
Trinity University San Antonio TX 08/2013 05/2017
Byrd Financial Group Portland OR 10/2017 08/2021
Wishbone Home And Design Lake Oswego OR 06/2017 10/2017
First Republic Investment Management, Inc Portland OR 08/2021 Present
First Republic Securities Company, Llc Portland OR 08/2023 10/2023
J.P. Morgan Securities Llc Portland OR 09/2023 Present
Jp Morgan Chase Bank, N.A. Portland OR 10/2023 Present
  • 08/2013 → 05/2017
    Trinity University
    San Antonio, TX
  • 10/2017 → 08/2021
    Byrd Financial Group
    Portland, OR
  • 06/2017 → 10/2017
    Wishbone Home And Design
    Lake Oswego, OR
  • 08/2021 → Present
    First Republic Investment Management, Inc
    Portland, OR
  • 08/2023 → 10/2023
    First Republic Securities Company, Llc
    Portland, OR
  • 09/2023 → Present
    J.P. Morgan Securities Llc
    Portland, OR
  • 10/2023 → Present
    Jp Morgan Chase Bank, N.A.
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-27
  • S66 Uniform Combined State Law Examination
    2024-02-27
Other Names
  • Grace Fix
  • Catherine Grace Fix

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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