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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-07
TX RA APPROVED 2025-02-07
  • NY RA
    APPROVED
    Since 2025-02-07
  • TX RA
    APPROVED
    Since 2025-02-07

Branch Locations

654 Franklin Ave., Franklin Square, NY 11010 • United States

368 Hempstead Ave, Malverne, NY 11565 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Aegis Capital Corp Melville NY 08/2018 01/2022
Onix Concepts Atlanta GA 03/2018 07/2018
Lynx Ny Melville NY 11/2017 03/2018
Rooted Design And Build Brooklyn NY 09/2017 11/2017
Jonathan Arnold Inc. Oceanside NY 06/2015 09/2017
Bank Of America/Merrill Lynch, Pierce, Fenner & Smith Inc Levittown NY 03/2022 02/2025
Unemployed Farmingdale NY 02/2022 02/2022
J.P. Morgan Securities Llc Franklin Square NY 02/2025 Present
Jpmorgan Chase Bank, N.A. Franklin Square NY 02/2025 Present
  • 08/2018 → 01/2022
    Aegis Capital Corp
    Melville, NY
  • 03/2018 → 07/2018
    Onix Concepts
    Atlanta, GA
  • 11/2017 → 03/2018
    Lynx Ny
    Melville, NY
  • 09/2017 → 11/2017
    Rooted Design And Build
    Brooklyn, NY
  • 06/2015 → 09/2017
    Jonathan Arnold Inc.
    Oceanside, NY
  • 03/2022 → 02/2025
    Bank Of America/Merrill Lynch, Pierce, Fenner & Smith Inc
    Levittown, NY
  • 02/2022 → 02/2022
    Unemployed
    Farmingdale, NY
  • 02/2025 → Present
    Franklin Square, NY
  • 02/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Franklin Square, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-01
S63 Uniform Securities Agent State Law Examination 2018-10-11
  • S66 Uniform Combined State Law Examination
    2022-09-01
  • S63 Uniform Securities Agent State Law Examination
    2018-10-11
Other Names
  • Jack Terzi
  • Jd Terzi
  • J.D. Terzi
  • Joachim Daniel Terzi
  • Joachim Terzi

View on SEC IAPD

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