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Jeffrey Gottfried

J.P. Morgan Securities LLC

Ft. Lauderdale, FL

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-17
TX RA APPROVED_RES 2024-07-16
  • FL RA
    APPROVED
    Since 2024-07-17
  • TX RA
    APPROVED_RES
    Since 2024-07-16

Branch Locations

201 E Las Olas Suite 2400, Ft. Lauderdale, FL 33301 • 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
Schulson Collective Philadelphia PA 08/2012 06/2017
Reminder Media King Of Prussia PA 09/2016 01/2017
Citizens Bank Bala Cynwyd PA 06/2017 05/2018
Citizens Bank Bala Cynwyd PA 05/2018 11/2019
Citizens Securities, Inc. Bala Cynwyd PA 05/2018 11/2019
Wells Fargo Bank, Na Havertown PA 11/2019 04/2021
Wells Fargo Clearing Services, Llc Havertown PA 11/2019 04/2021
Sampan Restauarant Philadelphia PA 03/2011 06/2017
Jpmorgan Securities Llc Newark DE 04/2021 Present
Jpmorgan Chase Bank Na Newark DE 04/2021 Present
Black Oak Capital Llc Philadelphia PA 05/2022 02/2024
  • 08/2012 → 06/2017
    Schulson Collective
    Philadelphia, PA
  • 09/2016 → 01/2017
    Reminder Media
    King Of Prussia, PA
  • 06/2017 → 05/2018
    Citizens Bank
    Bala Cynwyd, PA
  • 05/2018 → 11/2019
    Citizens Bank
    Bala Cynwyd, PA
  • 05/2018 → 11/2019
    Citizens Securities, Inc.
    Bala Cynwyd, PA
  • 11/2019 → 04/2021
    Wells Fargo Bank, Na
    Havertown, PA
  • 11/2019 → 04/2021
    Wells Fargo Clearing Services, Llc
    Havertown, PA
  • 03/2011 → 06/2017
    Sampan Restauarant
    Philadelphia, PA
  • 04/2021 → Present
    Jpmorgan Securities Llc
    Newark, DE
  • 04/2021 → Present
    Jpmorgan Chase Bank Na
    Newark, DE
  • 05/2022 → 02/2024
    Black Oak Capital Llc
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-16
S63 Uniform Securities Agent State Law Examination 2018-07-23
  • S66 Uniform Combined State Law Examination
    2020-01-16
  • S63 Uniform Securities Agent State Law Examination
    2018-07-23
Other Names
  • Jeff Gottfried
  • Jeffrey Austin Gottfried
  • Jeffrey Gottfried

View on SEC IAPD

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INTEGRATED FINANCIAL STRATEGIES, LLC

Other Investors

DARRIN ROBERT HALSEY
LINDELL G DOUGLAS
MELINDA CHERISE MEACHAM
MATTHEW DAVID OSBORN
Danny Young
RINALDO DIAZ-FLORES
Konstantin Chrenow
Dorota J Gilbert

Other Offices

KOVACK ADVISORS, INC. · FT. LAUDERDALE, FL
KOVACK ADVISORS, INC. · Fort Lauderdale, FL
KOVACK ADVISORS, INC. · Fort Lauderdal, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
FIRST CITIZENS INVESTOR SERVICES, INC. · Ft Lauderdale, FL
J.P. MORGAN SECURITIES LLC · POMPANO BEACH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Lauderdale, FL

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