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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 2023-03-13
WI RA APPROVED 2023-03-13
  • TX RA
    APPROVED
    Since 2023-03-13
  • WI RA
    APPROVED
    Since 2023-03-13

Branch Locations

111 E Wisconsin Ave Floor 22, Milwaukee, WI 53202 • 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 Milwaukee WI 10/2018 Present
Jpmorgan Securities Llc Milwaukee WI 10/2018 Present
Racon Capital Partners Milwaukee WI 01/2013 10/2018
  • 10/2018 → Present
    Jpmorgan Chase Bank Na
    Milwaukee, WI
  • 10/2018 → Present
    Jpmorgan Securities Llc
    Milwaukee, WI
  • 01/2013 → 10/2018
    Racon Capital Partners
    Milwaukee, WI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-13
S63 Uniform Securities Agent State Law Examination 2019-01-04
  • S65 Uniform Investment Adviser Law Examination
    2023-03-13
  • S63 Uniform Securities Agent State Law Examination
    2019-01-04

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