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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_RES 2024-03-09
FL RA APPROVED 2024-03-06
  • TX RA
    APPROVED_RES
    Since 2024-03-09
  • FL RA
    APPROVED
    Since 2024-03-06

Branch Locations

13520 Beach Blvd, Jacksonville, FL 32224 • United States

11939 Atlantic Blvd, Jacksonville, FL 32225 • 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
Florida State University Tallahassee FL 08/2015 05/2019
State Farm-Kathy Scott Agency Jacksonville FL 05/2018 08/2018
Equitable Advisors, Llc New York NY 07/2019 02/2024
J.P. Morgan Securities Llc Jacksonville FL 03/2024 Present
Jpmorgan Chase Bank, N.A. Jacksonville FL 03/2024 Present
Unemployed St Johns FL 06/2019 06/2019
  • 08/2015 → 05/2019
    Florida State University
    Tallahassee, FL
  • 05/2018 → 08/2018
    State Farm-Kathy Scott Agency
    Jacksonville, FL
  • 07/2019 → 02/2024
    New York, NY
  • 03/2024 → Present
    Jacksonville, FL
  • 03/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Jacksonville, FL
  • 06/2019 → 06/2019
    Unemployed
    St Johns, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-08
  • S66 Uniform Combined State Law Examination
    2021-04-08
Other Names
  • Nate Wheeler
  • Winslow Wheeler

View on SEC IAPD

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