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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-18
TX RA APPROVED 2025-09-18
  • CA RA
    APPROVED
    Since 2025-09-18
  • TX RA
    APPROVED
    Since 2025-09-18

Branch Locations

4741 Madison Ave, Floor 02, Sacramento, CA 95841 • United States

2275 El Camino Real, Palo Alto, CA 94306 • 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. Palo Alto CA 06/2021 Present
Bank Of America Menlo Park CA 02/2017 06/2021
Unemployed Mountain View CA 09/2016 01/2017
J.P. Morgan Securities Llc Palo Alto CA 07/2025 Present
J.P. Morgan Securities Llc Portola Valley CA 06/2021 06/2025
  • 06/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Palo Alto, CA
  • 02/2017 → 06/2021
    Bank Of America
    Menlo Park, CA
  • 09/2016 → 01/2017
    Unemployed
    Mountain View, CA
  • 07/2025 → Present
    Palo Alto, CA
  • 06/2021 → 06/2025
    Portola Valley, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-18
S63 Uniform Securities Agent State Law Examination 2021-11-15
  • S66 Uniform Combined State Law Examination
    2025-09-18
  • S63 Uniform Securities Agent State Law Examination
    2021-11-15

View on SEC IAPD

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