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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-06 |
| CA | RA | APPROVED | 2023-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Marino | CA | 02/2016 | Present |
| Jpmorgan Chase Bank, N.A. | San Marino | CA | 02/2016 | Present |
| Palm Tree Properties Llc | Mckinney | TX | 05/2025 | Present |
Entity Name: PALM TREE PROPERTIES LLC Investment related: No Address: MCKINNEY TX Nature of the other business: Real estate Position/Title/Relationship: Owner/Partner Start Date: 05/12/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am buying a rental property and starting a short rental business in Texas with my friend. I will be one of the member of this LLC. This external role is not connected to my firm role or it does not have any connection to JPMorgan Chase. Reason of creating this LLC is to limit our liability on short term rental / Airbnb business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-12 |
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