Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-13
  • TX RA
    APPROVED
    Since 2024-06-13

Branch Locations

50 Rowes Wharf 4Th Floor, Boston, MA 02110 • 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. Boston MA 08/2021 06/2023
J.P. Morgan Securities Llc Boston MA 08/2021 Present
Jia Ho Jewelry Trade Inc. Boston MA 04/2023 Present
University Of Massachusetts At Amherst Amherst MA 09/2017 05/2021
Unemployed Boston MA 08/2011 08/2017
Empire Garden Restaurant Boston MA 06/2018 08/2019
Jpmorgan Chase Bank, N.A. Boston MA 06/2023 Present
  • 08/2021 → 06/2023
    Jpmorgan Chase Bank, N.A.
    Boston, MA
  • 08/2021 → Present
    Boston, MA
  • 04/2023 → Present
    Jia Ho Jewelry Trade Inc.
    Boston, MA
  • 09/2017 → 05/2021
    University Of Massachusetts At Amherst
    Amherst, MA
  • 08/2011 → 08/2017
    Unemployed
    Boston, MA
  • 06/2018 → 08/2019
    Empire Garden Restaurant
    Boston, MA
  • 06/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Boston, MA
Other Businesses

Effective 6/16/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products. Entity Name: Jia Ho Jewelry Trade Inc. Investment related: No Address: 692A Washington St, Boston, MA 02111 Nature of the other business: Jewelry Position/Title/Relationship: Owner/Partner Start Date: 04/24/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This has been a family owned business, however now the legal ownership has been changed to mine. Although I am the current owner, I am not working at this establishment regularly, and my family mainly conducts business. The nature of the business includes a retail store that sells accessories and jewelry. There are no investment related activities and there is no connection to JPMC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-12
S63 Uniform Securities Agent State Law Examination 2021-11-09
  • S66 Uniform Combined State Law Examination
    2023-12-12
  • S63 Uniform Securities Agent State Law Examination
    2021-11-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor