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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-06-18 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
1881 Sunset Cliffs Blvd, San Diego, CA 92107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olsen Perri Wines, Llc | National City | CA | 10/2011 | 12/2019 |
| J.P. Morgan Securities Llc | San Diego | CA | 10/2012 | Present |
| Jacobsen Perri Cellars Llc | San Diego | CA | 06/2012 | Present |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 10/2012 | Present |
Entity Name: Jacobsen Perri Cellars LLC Investment related: No "Address: San Diego, CA 92107" Nature of the other business: Winery Position/Title/Relationship: Owner/Partner Start Date: 06/01/2012 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: We purchase wine grapes from vineyards in the Central Coast of California. We have the grapes processed into wine at C2 Cellars. The wine is sold to the public. I am a 28.75% owner. There is no similarity or connection to JPMC. Ownership and name change in 2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-18 |
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