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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-13 |
| WI | RA | APPROVED | 2023-03-13 |
Branch Locations
111 E Wisconsin Ave Floor 22, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Milwaukee | WI | 10/2018 | Present |
| Jpmorgan Securities Llc | Milwaukee | WI | 10/2018 | Present |
| Racon Capital Partners | Milwaukee | WI | 01/2013 | 10/2018 |
Entity Name: Honkamp Family Foundation Investment related: No Address: 2153 N Doctor M.L.K. Jr Dr Suite 4000, Milwaukee, WI 53212 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The foundation focuses its philanthropy on children and education within the city of Milwaukee. The Board exists to oversee the grants, ensuring that they are in line with the aforementioned goals. (Grant history is attached). In reference to the connection to J.P. Morgan Chase, I understand that a few of the underlying family members have a small relationship with J.P. Morgan Chase, but their main advisor is Dana Investments. Entity Name: Women's Fund of Greater Milwaukee Investment related: No Address: 316 N Milwaukee St, Milwaukee, WI 53202 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/03/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Women's Fund is focused on gender equality. They focus on providing support to women over the age of 35 to achieve a college degree.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-04 |
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