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

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-25
CA RA APPROVED 2025-03-24
TX RA APPROVED 2025-03-24
  • FL RA
    APPROVED
    Since 2025-03-25
  • CA RA
    APPROVED
    Since 2025-03-24
  • TX RA
    APPROVED
    Since 2025-03-24

Branch Locations

3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • 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
Stella Montis Llc Juno Beach FL 05/2026 Present
J.P. Morgan Securities Llc Palm Beach Gardens FL 07/2024 Present
Jpmorgan Chase Bank, N.A. Boston MA 05/2023 06/2024
John Hancock Boston MA 05/2020 06/2022
Dexian Disys (Jpmorgan Chase) Boston MA 09/2022 04/2023
Glen Urquhart School Beverly MA 07/2018 07/2018
Morgan Stanley Portsmouth NH 06/2019 09/2019
Newburyport Five Cents Savings Bank Newburyport MA 06/2019 08/2019
Budget Pools Inc. Danvers MA 05/2017 12/2017
Unemployed Boston MA 07/2022 08/2022
Unemployed Boston MA 01/2014 04/2017
Unemployed Boston MA 08/2018 06/2019
Unemployed Boston MA 12/2017 06/2018
Unemployed Boston MA 10/2019 04/2020
Jpmorgan Chase Bank, N.A. Palm Beach Gardens FL 07/2024 Present
  • 05/2026 → Present
    Stella Montis Llc
    Juno Beach, FL
  • 07/2024 → Present
    Palm Beach Gardens, FL
  • 05/2023 → 06/2024
    Jpmorgan Chase Bank, N.A.
    Boston, MA
  • 05/2020 → 06/2022
    John Hancock
    Boston, MA
  • 09/2022 → 04/2023
    Dexian Disys (Jpmorgan Chase)
    Boston, MA
  • 07/2018 → 07/2018
    Glen Urquhart School
    Beverly, MA
  • 06/2019 → 09/2019
    Morgan Stanley
    Portsmouth, NH
  • 06/2019 → 08/2019
    Newburyport Five Cents Savings Bank
    Newburyport, MA
  • 05/2017 → 12/2017
    Budget Pools Inc.
    Danvers, MA
  • 07/2022 → 08/2022
    Unemployed
    Boston, MA
  • 01/2014 → 04/2017
    Unemployed
    Boston, MA
  • 08/2018 → 06/2019
    Unemployed
    Boston, MA
  • 12/2017 → 06/2018
    Unemployed
    Boston, MA
  • 10/2019 → 04/2020
    Unemployed
    Boston, MA
  • 07/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Palm Beach Gardens, FL
Other Businesses

Entity Name: Stella Montis LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/08/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This LLC was formed for the primary purpose of owning, managing, operating, and investing in residential and commercial rental real estate. The company may acquire, hold, lease, improve, renovate, and dispose of real property and related assets as part of its rental property activities. A privately held entity and has no affiliation, sponsorship, endorsement, or other connection with JPMorganChase. Effective 7/1/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-28
  • S66 Uniform Combined State Law Examination
    2025-02-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Palm Beach Gardens, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor