Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-25 |
| CA | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-24 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
Reach out to this advisor