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

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-03-22
TX RA APPROVED 2024-03-19
  • TN RA
    APPROVED
    Since 2024-03-22
  • TX RA
    APPROVED
    Since 2024-03-19

Branch Locations

1201 Demonbreun St Ste 1280, Nashville, TN 37203 • United States

3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • 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 Dallas TX 07/2018 05/2021
Jpmorgan Securities Llc Dallas TX 07/2018 05/2021
Johns Hopkins University Baltimore MD 08/2014 05/2018
Five Stand Capital Atlanta GA 06/2017 08/2017
Highland Park High School Girls Lacrosse Dallas TX 02/2019 10/2022
Ensoworth Auxilary Programs Nashville TN 09/2020 10/2020
Jpmorgan Chase Bank Na Nashville TN 06/2021 Present
Jpmorgan Securities Llc Nashville TN 06/2021 Present
Excelsior Gp Ii, Llc Nashville TN 01/2024 Present
  • 07/2018 → 05/2021
    Jpmorgan Chase Bank Na
    Dallas, TX
  • 07/2018 → 05/2021
    Jpmorgan Securities Llc
    Dallas, TX
  • 08/2014 → 05/2018
    Johns Hopkins University
    Baltimore, MD
  • 06/2017 → 08/2017
    Five Stand Capital
    Atlanta, GA
  • 02/2019 → 10/2022
    Highland Park High School Girls Lacrosse
    Dallas, TX
  • 09/2020 → 10/2020
    Ensoworth Auxilary Programs
    Nashville, TN
  • 06/2021 → Present
    Jpmorgan Chase Bank Na
    Nashville, TN
  • 06/2021 → Present
    Jpmorgan Securities Llc
    Nashville, TN
  • 01/2024 → Present
    Excelsior Gp Ii, Llc
    Nashville, TN
Other Businesses

Entity Name: Excelsior GP II, LLC Investment related: No Address: 104 Woodmont Blvd, Suite 120 Nashville, TN 37205 Nature of the other business: Real Estate Position/ Title/ Relationship: Owner/ Partner Start Date: Jan 01, 2024 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have nothing to do with Excelsior. My spouse is set to become and official partner within the GP. Our RE Lawyer advised that for tax purpose, he should own his piece in the form of a TN LLC (that I would be a minority owner of). Excelsior GP II, LLC is a commercial real estate/private equity firm. As a minority owner in this LLC, I have no control rights and am not involved at all.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-19
S63 Uniform Securities Agent State Law Examination 2018-10-01
  • S65 Uniform Investment Adviser Law Examination
    2024-03-19
  • S63 Uniform Securities Agent State Law Examination
    2018-10-01
Other Names
  • Elizabeth Gearhardt
  • Elizabeth Loring Gearhardt

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Nashville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor