David Shane Finley

Current Employers

Employment History

• 03/2020 → Present
  Jpmorgan Chase Bank, N.A.
  Park City, UT
• 07/2021 → Present
  J.P. Morgan Securities Llc
  Park City, UT
• 02/2023 → Present
  Wasatch County School District
  Heber City, UT
• 06/2019 → 03/2020
  Zions Bank
  Heber City, UT
• 08/2013 → 09/2019
  Usn
  Kaneohe, HI
• 08/2019 → 12/2019
  Wasatch Aquatic Club
  Heber City, UT
• 02/2020 → Present
  Wasatch Water Polo Club
  Heber City, UT
• 09/2023 → 07/2025
  Finley Family Properties, Llc
  Heber City, UT

Other Businesses

Entity Name: Wasatch County School District Investment related: No "Address: 101 East 200 North, Heber City, UT 84032 https://wasatch.edu/" Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 02/24/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Coaching Water Polo for the school club. Not similar to my JPMC role and no connection to JPMC Entity Name: Wasatch Water Polo Club Investment related: No Address: 744 S 200 E, Heber City, UT 84032 Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 02/01/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Water Polo Coach. No connection.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-14
• S63 Uniform Securities Agent State Law Examination
  2021-10-25

Other Names

• David S. Finley
• David Finley