Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-07-29
  • IA RA
    APPROVED
    Since 2026-07-29

Branch Locations

2870 Edgewood Rd Sw #200, Cedar Rapids, IA 52404 • 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
J.P. Morgan Securities Llc Cedar Rapids IA 07/2026 Present
Jpmorgan Chase Bank, N.A. Cedar Rapids IA 07/2026 Present
Trustage/Lpl/Cuna Cedar Rapids IA 06/2021 07/2026
Instacart Cedar Rapids IA 10/2023 05/2026
Tata Cedar Rapids IA 04/2018 06/2021
Transamerica Cedar Rapids IA 07/2014 04/2018
  • 07/2026 → Present
    Cedar Rapids, IA
  • 07/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Cedar Rapids, IA
  • 06/2021 → 07/2026
    Trustage/Lpl/Cuna
    Cedar Rapids, IA
  • 10/2023 → 05/2026
    Instacart
    Cedar Rapids, IA
  • 04/2018 → 06/2021
    Tata
    Cedar Rapids, IA
  • 07/2014 → 04/2018
    Transamerica
    Cedar Rapids, IA
Previous Registrations
  • 2022-05-18 → 2026-08-13
    North Liberty, IA
    Cedar Falls, IA
    West Des Moines, IA
    Marion, IA
    Cedar Rapids, IA
  • 2022-03-22 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Cedar Rapids, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-19
S63 Uniform Securities Agent State Law Examination 2021-06-26
  • S66 Uniform Combined State Law Examination
    2022-03-19
  • S63 Uniform Securities Agent State Law Examination
    2021-06-26
Other Names
  • Dawn Michelle Bolin

View on SEC IAPD

More in Cedar Rapids, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor