Best Investors Account Sign in

Christopher Michael Cassi

J.P. Morgan Securities LLC

Solana Beach, CA

Rancho Santa Fe, CA

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-30
OR RA APPROVED 2024-03-08
  • CA RA
    APPROVED
    Since 2025-07-30
  • OR RA
    APPROVED
    Since 2024-03-08

Branch Locations

607 Lomas Santa Fe Drive, Solana Beach, CA 92075 • United States

6041 La Flecha, Rancho Santa Fe, CA 92067 • 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. Solana Beach CA 12/2019 Present
J.P. Morgan Securities Llc Solana Beach CA 08/2020 Present
Northwestern Mutual Investment Services, Llc Carlsbad CA 06/2018 08/2018
Linfield College Mcminnville OR 02/2016 05/2019
Park Hyatt Aviara Carlsbad CA 06/2017 02/2018
Linfield College Mcminnville OR 08/2015 05/2019
Unemployed Encinitas CA 06/2019 11/2019
  • 12/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Solana Beach, CA
  • 08/2020 → Present
    J.P. Morgan Securities Llc
    Solana Beach, CA
  • 06/2018 → 08/2018
    Northwestern Mutual Investment Services, Llc
    Carlsbad, CA
  • 02/2016 → 05/2019
    Linfield College
    Mcminnville, OR
  • 06/2017 → 02/2018
    Park Hyatt Aviara
    Carlsbad, CA
  • 08/2015 → 05/2019
    Linfield College
    Mcminnville, OR
  • 06/2019 → 11/2019
    Unemployed
    Encinitas, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-26
S63 Uniform Securities Agent State Law Examination 2020-11-10
  • S66 Uniform Combined State Law Examination
    2024-02-26
  • S63 Uniform Securities Agent State Law Examination
    2020-11-10

View on SEC IAPD

Other Firms

GLOBAL IMC LLC
CLEAR CREEK INVESTMENTS, LLC
THE INFORMED MOMENTUM COMPANY LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SYMPHONIC CAPITAL
DLK INVESTMENT MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

TRAVIS TYLER PRENTICE
DEREK JOHN GAERTNER
JOSHUA MATTHEW MOSS
PAUL MARTIN PETERS
Donald Stanfield McKinney
THOMAS SCOTT BRENNER
BRIAN STEWART JOHNSON
MARK ANTHONY HALBY

Other Offices

GLOBAL IMC LLC · SOLANA BEACH, CA
CLEAR CREEK INVESTMENTS, LLC · SOLANA BEACH, CA
THE INFORMED MOMENTUM COMPANY LLC · SOLANA BEACH, CA
LPL FINANCIAL LLC · SOLANA BEACH, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Solana Beach, CA
SYMPHONIC CAPITAL · SOLANA BEACH, CA
DLK INVESTMENT MANAGEMENT · SOLANA BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Solana Beach, CA

More in Solana Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor