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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 2025-06-26
  • TX RA
    APPROVED
    Since 2025-06-26

Branch Locations

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
Goodwin Procter Boston MA 02/2016 05/2018
Unemployed Boston MA 05/2018 09/2018
Babson College Wellesley MA 09/2018 05/2020
Goldman Sachs Boston MA 06/2019 08/2019
Unemployed Boston MA 05/2020 07/2020
Goldman Sachs Boston MA 07/2020 05/2025
J.P. Morgan Securities Llc Boston MA 06/2025 Present
Jpmorgan Chase Bank, N.A. Boston MA 06/2025 Present
  • 02/2016 → 05/2018
    Goodwin Procter
    Boston, MA
  • 05/2018 → 09/2018
    Unemployed
    Boston, MA
  • 09/2018 → 05/2020
    Babson College
    Wellesley, MA
  • 06/2019 → 08/2019
    Goldman Sachs
    Boston, MA
  • 05/2020 → 07/2020
    Unemployed
    Boston, MA
  • 07/2020 → 05/2025
    Goldman Sachs
    Boston, MA
  • 06/2025 → Present
    Boston, MA
  • 06/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Boston, MA
Other Businesses

Effective 6/2/2025 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 2025-06-26
S63 Uniform Securities Agent State Law Examination 2020-09-09
  • S66 Uniform Combined State Law Examination
    2025-06-26
  • S63 Uniform Securities Agent State Law Examination
    2020-09-09
Other Names
  • Nancy Carter House
  • Nancy Carter Marchand

View on SEC IAPD

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