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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-23
CT RA APPROVED 2024-03-21
NY RA APPROVED 2024-03-21
  • TX RA
    APPROVED_RES
    Since 2024-03-23
  • CT RA
    APPROVED
    Since 2024-03-21
  • NY RA
    APPROVED
    Since 2024-03-21

Branch Locations

277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States

1230 Avenue Of The Americas, New York, NY 10020 • United States

White Plains, NY • 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
Morgan Stanley New York NY 07/2018 04/2021
Hsbc New York NY 06/2017 12/2017
Brooklyn College Brooklyn NY 02/2018 05/2018
Brooklyn College Brooklyn NY 08/2014 06/2017
Morgan Stanley Private Bank, N.A. New York NY 05/2019 04/2021
First Republic Securities Company, Llc New York NY 04/2021 10/2023
First Republic Investment Management, Inc. New York NY 04/2021 Present
J.P. Morgan Securities Llc New York NY 09/2023 Present
Jp Morgan Chase Bank, N.A. New York NY 10/2023 Present
  • 07/2018 → 04/2021
    New York, NY
  • 06/2017 → 12/2017
    Hsbc
    New York, NY
  • 02/2018 → 05/2018
    Brooklyn College
    Brooklyn, NY
  • 08/2014 → 06/2017
    Brooklyn College
    Brooklyn, NY
  • 05/2019 → 04/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 04/2021 → 10/2023
    First Republic Securities Company, Llc
    New York, NY
  • 04/2021 → Present
    First Republic Investment Management, Inc.
    New York, NY
  • 09/2023 → Present
    New York, NY
  • 10/2023 → Present
    Jp Morgan Chase Bank, N.A.
    New York, NY
Previous Registrations
  • 2021-04-16 → 2025-03-19
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
  • 2019-04-08 → 2021-05-10
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-08
  • S66 Uniform Combined State Law Examination
    2019-04-08

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