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

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-11
TX RA APPROVED 2024-10-15
  • NY RA
    APPROVED
    Since 2026-03-11
  • TX RA
    APPROVED
    Since 2024-10-15

Branch Locations

1230 Avenue Of The Americas, New York, NY 10020 • United States

50 Rowes Wharf 4Th Floor, Boston, MA 02110 • 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
Janney Montgomery Scott Llc. Darien CT 06/2020 12/2021
Janney Montgomery Scott Llc. Darien CT 06/2019 06/2020
Fairfield University Fairfield CT 09/2016 06/2020
Merrill Lynch, Pierce, Fenner & Smith Inc. Wellesley MA 12/2021 01/2023
Fairfield University Fairfield CT 09/2017 06/2020
First Republic Securities Company, Llc Wellesley MA 01/2023 Present
J.P. Morgan Securities Llc Wellesley MA 09/2023 Present
Jp Morgan Chase Bank, N.A. Wellesley Hills MA 10/2023 Present
  • 06/2020 → 12/2021
    Janney Montgomery Scott Llc.
    Darien, CT
  • 06/2019 → 06/2020
    Janney Montgomery Scott Llc.
    Darien, CT
  • 09/2016 → 06/2020
    Fairfield University
    Fairfield, CT
  • 12/2021 → 01/2023
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Wellesley, MA
  • 09/2017 → 06/2020
    Fairfield University
    Fairfield, CT
  • 01/2023 → Present
    First Republic Securities Company, Llc
    Wellesley, MA
  • 09/2023 → Present
    Wellesley, MA
  • 10/2023 → Present
    Jp Morgan Chase Bank, N.A.
    Wellesley Hills, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-14
S63 Uniform Securities Agent State Law Examination 2024-05-10
  • S65 Uniform Investment Adviser Law Examination
    2024-10-14
  • S63 Uniform Securities Agent State Law Examination
    2024-05-10
Other Names
  • Geoff Knotwell
  • Geoffery R Knotwell

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor