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

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-05-16
TX RA APPROVED 2024-05-16
  • NY RA
    APPROVED
    Since 2024-05-16
  • TX RA
    APPROVED
    Since 2024-05-16

Branch Locations

1230 Avenue Of The Americas, New York, NY 10020 • 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
Ubs Financial Services Inc New York NY 06/2020 03/2023
Wesleyan University Middletown CT 08/2017 05/2021
Sidwell Friends Washington DC 09/2014 05/2017
Wesleyan University Middletown CT 01/2021 05/2021
Tpn Retail New York NY 06/2019 08/2019
Wesleyan University Middletown CT 10/2019 05/2020
Ucapture New York NY 05/2018 10/2018
Cypress Fitness Mclean VA 04/2017 08/2017
First Republic Investment Management, Inc New York NY 04/2023 Present
First Republic Securities Company, Llc New York NY 04/2023 10/2023
J.P. Morgan Securities Llc New York NY 09/2023 Present
Jp Morgan Chase Bank, N.A. New York NY 10/2023 Present
  • 06/2020 → 03/2023
    New York, NY
  • 08/2017 → 05/2021
    Wesleyan University
    Middletown, CT
  • 09/2014 → 05/2017
    Sidwell Friends
    Washington, DC
  • 01/2021 → 05/2021
    Wesleyan University
    Middletown, CT
  • 06/2019 → 08/2019
    Tpn Retail
    New York, NY
  • 10/2019 → 05/2020
    Wesleyan University
    Middletown, CT
  • 05/2018 → 10/2018
    Ucapture
    New York, NY
  • 04/2017 → 08/2017
    Cypress Fitness
    Mclean, VA
  • 04/2023 → Present
    First Republic Investment Management, Inc
    New York, NY
  • 04/2023 → 10/2023
    First Republic Securities Company, Llc
    New York, NY
  • 09/2023 → Present
    New York, NY
  • 10/2023 → Present
    Jp Morgan Chase Bank, N.A.
    New York, NY
Previous Registrations
  • 2023-04-12 → 2025-03-18
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
  • 2022-08-17 → 2023-03-27
    Jericho, NY
Other Businesses

Entity Name: Beyond Reach Labs Investment related: No Address: PITTSBURGH, PA https://www.ycombinator.com/companies/beyond-reach-labs Nature of the other business: Aerospace Solar Power Position/Title/Relationship: Owner/Partner Start Date: 03/14/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investor. no connection

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-11
  • S66 Uniform Combined State Law Examination
    2022-08-11
Other Names
  • Annie Peartree
  • Anne Peartree

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor