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James Homfeldt

J.P. Morgan Securities LLC

New York, NY

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-05-24
TX RA APPROVED 2023-05-22
  • AZ RA
    APPROVED
    Since 2023-05-24
  • TX RA
    APPROVED
    Since 2023-05-22

Branch Locations

2219 Broadway, New York, NY 10024 • 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
Vanguard Group Scottsdale AZ 03/2021 11/2021
Kalyx Capital Management Bend OR 05/2020 12/2020
University Of Oregon Student Rec Center Eugene OR 07/2019 05/2020
Peer Executive Group Eugene OR 01/2020 05/2020
Pape Group Inc. Eugene OR 06/2018 09/2018
Bullet Rental & Sales Inc. Klamath Falls OR 06/2016 04/2023
University Of Oregon Eugene OR 09/2017 12/2020
Morgan Stanley / Smith Barney Llc Gilbert AZ 11/2021 05/2023
Morgan Stanley Gilbert AZ 11/2021 05/2023
Vanguard Marketing Corporation Scottsdale AZ 03/2021 11/2021
Jp Morgan Chase Bank, N.A. Scottsdale AZ 05/2023 Present
Jp Morgan Securities, Llc Scottsdale AZ 05/2023 Present
  • 03/2021 → 11/2021
    Vanguard Group
    Scottsdale, AZ
  • 05/2020 → 12/2020
    Kalyx Capital Management
    Bend, OR
  • 07/2019 → 05/2020
    University Of Oregon Student Rec Center
    Eugene, OR
  • 01/2020 → 05/2020
    Peer Executive Group
    Eugene, OR
  • 06/2018 → 09/2018
    Pape Group Inc.
    Eugene, OR
  • 06/2016 → 04/2023
    Bullet Rental & Sales Inc.
    Klamath Falls, OR
  • 09/2017 → 12/2020
    University Of Oregon
    Eugene, OR
  • 11/2021 → 05/2023
    Morgan Stanley / Smith Barney Llc
    Gilbert, AZ
  • 11/2021 → 05/2023
    Morgan Stanley
    Gilbert, AZ
  • 03/2021 → 11/2021
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 05/2023 → Present
    Jp Morgan Chase Bank, N.A.
    Scottsdale, AZ
  • 05/2023 → Present
    Jp Morgan Securities, Llc
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-13
S63 Uniform Securities Agent State Law Examination 2021-04-30
  • S66 Uniform Combined State Law Examination
    2022-01-13
  • S63 Uniform Securities Agent State Law Examination
    2021-04-30
Other Names
  • James S Homfeldt
  • James Homfeldt
  • James Stewart Homfeldt

View on SEC IAPD

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