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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-03 |
| IL | RA | APPROVED | 2025-12-02 |
Branch Locations
875 15Th St Nw, Floor 07, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Chicago | IL | 10/2015 | 09/2016 |
| J.P. Morgan Securities Llc | Chicago | IL | 12/2016 | 09/2023 |
| Unemployed | Chicago | IL | 10/2016 | 11/2016 |
| Assetmark | Chicago | IL | 05/2024 | 04/2025 |
| Unemployed | Chicago | IL | 10/2023 | 04/2024 |
| J.P. Morgan Securities, Llc | Chicago | IL | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 10/2025 | Present |
| Unemployed | Chicago | IL | 05/2025 | 09/2025 |
Effective 10/27/205, I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-21 |
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