Ioana Soran Martin

J.P. Morgan Securities LLC

Claim This Profile

Current Employers

J.P. Morgan Securities Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2023-12-22
TX	RA	APPROVED	2023-12-21

GA RA
APPROVED

Since 2023-12-22
TX RA
APPROVED

Since 2023-12-21

Branch Locations

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

Organization	City	State	From	To
Jpmorgan Chase Bank Na	Atlanta	GA	06/2018	Present
Jpmorgan Securities Llc	Atlanta	GA	06/2018	Present
J.P.MOrgan Asset Management	New York	NY	06/2012	06/2018

06/2018 → Present

Jpmorgan Chase Bank Na

Atlanta, GA
06/2018 → Present

Jpmorgan Securities Llc

Atlanta, GA
06/2012 → 06/2018

J.P.MOrgan Asset Management

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-21
S63	Uniform Securities Agent State Law Examination	2018-08-31

S65 Uniform Investment Adviser Law Examination

2023-12-21
S63 Uniform Securities Agent State Law Examination

2018-08-31

Other Names

Ioana Soran Martin
Ioana S Martin
Ioana Ramona Soran
Ioana Martin

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC

BISON WEALTH, LLC

BRIGHTER INVESTING, PB LLC

RBC CAPITAL MARKETS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NEWEDGE ADVISORS

EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

WILLIAM LEWIS LEVINE

CHAD JOSEPH NORFOLK

SEAN PATRICK COOK

JONATHAN CHRISTOPHER BRISTOW

MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

HB WEALTH · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

BRIGHTER INVESTING, PB LLC · ATLANTA, GA

RBC CAPITAL MARKETS, LLC · Atlanta, GA

HB WEALTH · Atlanta, GA

AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA

NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor