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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED_RES | 2014-06-11 |
| DE | RA | APPROVED | 2014-06-06 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
2500 Route 35, Floor 01, Manasquan, NJ 08736 • United States
277 Park Ave, Floor 36, New York, NY 10172 • 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 | Manasquan | NJ | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Manasquan | NJ | 12/2007 | Present |
Entity Name: Chabad Lubavitch of Western Monmouth County Investment related: Yes "Address: 24 Wickatunk Rd, Manalapan Township, NJ 07726 https://www.chabadwmc.com/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/27/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Chabad of Western Monmouth County is dedicated to promoting, fostering and encouraging Jewish life in a warm and welcoming environment for all people, regardless of background, level of commitment, affiliation and/or financial means. I have been asked to serve on their fundraising committee. No connection to my role at JPMorgan Chase
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-01 |
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