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John Patrick Niles

Bbr Partners, LLC

San Francisco, CA

New York, NY

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Current Employers
Bbr Partners, Llc

55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-20
CA RA APPROVED 2021-06-28
  • TX RA
    APPROVED
    Since 2023-01-20
  • CA RA
    APPROVED
    Since 2021-06-28

Branch Locations

255 California Street Suite 500, San Francisco, CA 94111 • United States

55 East 52Nd Street 18Th Floor, New York, NY 10055 • 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 Na Palo Alto CA 04/2018 05/2020
Jpmorgan Securities Llc Palo Alto CA 04/2018 05/2020
Lumity, Inc. San Mateo CA 06/2017 03/2018
Santa Clara University Development Office Santa Clara CA 04/2015 06/2017
Santa Clara University Santa Clara CA 09/2014 03/2018
Bbr Partners San Francisco CA 06/2020 Present
  • 04/2018 → 05/2020
    Jpmorgan Chase Bank Na
    Palo Alto, CA
  • 04/2018 → 05/2020
    Jpmorgan Securities Llc
    Palo Alto, CA
  • 06/2017 → 03/2018
    Lumity, Inc.
    San Mateo, CA
  • 04/2015 → 06/2017
    Santa Clara University Development Office
    Santa Clara, CA
  • 09/2014 → 03/2018
    Santa Clara University
    Santa Clara, CA
  • 06/2020 → Present
    Bbr Partners
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-28
S63 Uniform Securities Agent State Law Examination 2018-08-06
  • S65 Uniform Investment Adviser Law Examination
    2021-06-28
  • S63 Uniform Securities Agent State Law Examination
    2018-08-06
Other Names
  • John Niles

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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