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Kathryn Tolkowsky

J.P. Morgan Securities LLC

Summit, NJ

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-11-07
TX RA APPROVED 2022-11-07
  • NJ RA
    APPROVED
    Since 2022-11-07
  • TX RA
    APPROVED
    Since 2022-11-07

Branch Locations

25 Deforest Avenue Floor 3, Summit, NJ 07901 • 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
Goldman Sachs & Co New York NY 04/2017 10/2022
Adp New York NY 11/2015 04/2017
Jpmorgan Chase Bank, Na Summit NJ 10/2022 Present
Jpmorgan Securities Llc Summit NJ 10/2022 Present
  • 04/2017 → 10/2022
    Goldman Sachs & Co
    New York, NY
  • 11/2015 → 04/2017
    Adp
    New York, NY
  • 10/2022 → Present
    Jpmorgan Chase Bank, Na
    Summit, NJ
  • 10/2022 → Present
    Jpmorgan Securities Llc
    Summit, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-05
S63 Uniform Securities Agent State Law Examination 2017-06-27
  • S65 Uniform Investment Adviser Law Examination
    2022-11-05
  • S63 Uniform Securities Agent State Law Examination
    2017-06-27
Other Names
  • Katie Collopy
  • Kathryn Collopy
  • Kathryn Teresa Collopy

View on SEC IAPD

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Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ
BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ
FORZA INVESTMENT GROUP, LP · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
OPPENHEIMER & CO. INC. · SUMMIT, NJ

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