Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-23 |
| CA | RA | APPROVED | 2024-07-19 |
| TX | RA | APPROVED | 2024-07-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 08/2021 | 06/2024 |
| Hicken Air | Gilbert | AZ | 04/2021 | 07/2021 |
| Cyracom | Phoenix | AZ | 06/2020 | 04/2021 |
| Paradise Valley School District | Phoenix | AZ | 07/2019 | 05/2020 |
| Sedona School District | Sedona | AZ | 07/2018 | 09/2018 |
| Colorado Springs School District 11 | Colorado Springs | CO | 08/2016 | 01/2017 |
| Bank Of America, N.A. | Chandler | AZ | 08/2021 | 06/2024 |
| J.P. Morgan Securities Llc | Tempe | AZ | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 07/2024 | Present |
| Unemployed | Phoenix | AZ | 02/2017 | 06/2018 |
| Unemployed | Phoenix | AZ | 10/2018 | 06/2019 |
| Prolific | Queen Creek | AZ | 03/2026 | Present |
| Sol Y Sazon Seasonal Kitchen Llc | Queen Creek | AZ | 06/2026 | Present |
Entity Name: Sol Y Sazon Seasonal Kitchen LLC Investment related: No Address: Queen Creek, AZ Nature of the other business: Restaurant Position/Title/Relationship: Owner/Partner Start Date: 06/19/2026 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I own the business and is a mobile food service business. Selling food items. No connection to JPM or the investment industry. Entity Name: Prolific Investment related: No Address: Prolific.com Nature of the other business: Data Collection Position/Title/Relationship: Employee/Contractor Start Date: 03/20/2026 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Is a website that pays to complete surveys in research studies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-19 |
Reach out to this advisor