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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-04
  • MI RA
    APPROVED
    Since 2025-12-04

Branch Locations

6261 Kalamazoo Ave. S.E., Grand Rapids, MI 49508 • 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
Jpmorgan Chase Bank, N.A. Grand Rapids MI 12/2015 06/2021
J.P. Morgan Securities Llc Grand Rapids MI 09/2020 06/2021
Jpmorgan Chase Bank, N.A. Grand Rapids MI 02/2022 Present
J.P. Morgan Securities Llc Grand Rapids MI 02/2022 Present
Transformed Trucking Llc Grand Rapids MI 06/2021 12/2022
  • 12/2015 → 06/2021
    Jpmorgan Chase Bank, N.A.
    Grand Rapids, MI
  • 09/2020 → 06/2021
    Grand Rapids, MI
  • 02/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Grand Rapids, MI
  • 02/2022 → Present
    Grand Rapids, MI
  • 06/2021 → 12/2022
    Transformed Trucking Llc
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-04
S63 Uniform Securities Agent State Law Examination 2020-12-18
  • S65 Uniform Investment Adviser Law Examination
    2025-12-04
  • S63 Uniform Securities Agent State Law Examination
    2020-12-18

View on SEC IAPD

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