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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-09-25
  • WA RA
    APPROVED
    Since 2025-09-25

Branch Locations

1421 N Liberty Lake Rd, Liberty Lake, WA 99019 • United States

1421 N Liberty Lake Rd, Liberty Lake, WA 99019 • 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
New York Life Insurance Co. Spokane WA 01/2020 09/2022
Maple Wood Software Spokane WA 01/2019 11/2019
Legacy Group (Keller Williams) Spokane WA 05/2018 03/2019
Sprint Spokane WA 08/2017 05/2018
Best Buy Spokane WA 10/2016 01/2017
Washington Trust Bank Spokane WA 10/2022 09/2025
J.P. Morgan Securities Llc Liberty Lake WA 09/2025 Present
Jpmorgan Chase Bank, N.A. Liberty Lake WA 09/2025 Present
Cda Parasail Coeur D'aLene ID 06/2016 09/2020
Big 5 Sporting Goods Newman Lake WA 03/2017 07/2017
Slumber Llc Spokane WA 08/2022 10/2022
  • 01/2020 → 09/2022
    New York Life Insurance Co.
    Spokane, WA
  • 01/2019 → 11/2019
    Maple Wood Software
    Spokane, WA
  • 05/2018 → 03/2019
    Legacy Group (Keller Williams)
    Spokane, WA
  • 08/2017 → 05/2018
    Sprint
    Spokane, WA
  • 10/2016 → 01/2017
    Best Buy
    Spokane, WA
  • 10/2022 → 09/2025
    Washington Trust Bank
    Spokane, WA
  • 09/2025 → Present
    Liberty Lake, WA
  • 09/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Liberty Lake, WA
  • 06/2016 → 09/2020
    Cda Parasail
    Coeur D'aLene, ID
  • 03/2017 → 07/2017
    Big 5 Sporting Goods
    Newman Lake, WA
  • 08/2022 → 10/2022
    Slumber Llc
    Spokane, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-04
S63 Uniform Securities Agent State Law Examination 2020-10-20
  • S65 Uniform Investment Adviser Law Examination
    2023-04-04
  • S63 Uniform Securities Agent State Law Examination
    2020-10-20
Other Names
  • Isaac Jordan

View on SEC IAPD

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