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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-11-21 |
| TX | RA | APPROVED | 2019-09-20 |
| IN | RA | APPROVED | 2018-10-08 |
Branch Locations
211 Concord Mall Drive, Elkhart, IN 46517 • United States
401 South Main Street, Goshen, IN 46526 • United States
1088 E Napier Avenue, Benton Harbor, MI 49022 • United States
1310 Hilltop Road, St. Joseph, MI 49085 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Elkhart | IN | 01/2016 | 11/2019 |
| J.P. Morgan Chase Bank | Goshen | IN | 01/2016 | 01/2017 |
| Jpmorgan Chase Bank, N.A. | Elkhart | IN | 01/2017 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Saint Joseph | IN | 08/2019 | Present |
| J.P. Morgan Securities Llc | Saint Joseph | IN | 11/2019 | Present |
| Lrv Custom Painting | Elkhart | IN | 06/2021 | 01/2025 |
Entity Name: Elkhart Community Church Investment related: Yes "Address: 418 W Franklin St. Elkhart, IN 46516 www.elkhart.church" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/06/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Religious organization. Finance Committee Service - Help with accounting and financial reports. No similarities with my role, no connection to JPMC. They do not bank nor do business with JPMC"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-10 |
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