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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-05-19
TX RA APPROVED 2024-08-08
  • TN RA
    APPROVED
    Since 2025-05-19
  • TX RA
    APPROVED
    Since 2024-08-08

Branch Locations

1201 Demonbreun St Ste 1280, Nashville, TN 37203 • United States

3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • 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 Na Irvine CA 03/2021 Present
Jpmorgan Securities Llc Irvine CA 03/2021 Present
Whittier Trust Newport Beach CA 07/2017 02/2021
Wells Fargo Private Bank Irvine CA 03/2014 06/2017
  • 03/2021 → Present
    Jpmorgan Chase Bank Na
    Irvine, CA
  • 03/2021 → Present
    Jpmorgan Securities Llc
    Irvine, CA
  • 07/2017 → 02/2021
    Whittier Trust
    Newport Beach, CA
  • 03/2014 → 06/2017
    Wells Fargo Private Bank
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-07
S63 Uniform Securities Agent State Law Examination 2021-04-29
  • S65 Uniform Investment Adviser Law Examination
    2024-08-07
  • S63 Uniform Securities Agent State Law Examination
    2021-04-29
Other Names
  • Jennifer Leanna Cohen

View on SEC IAPD

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