Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-18 |
| TX | RA | APPROVED | 2025-10-18 |
Branch Locations
660 Newport Center Drive Suite 750, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kohl's Department Store | Huntington Beach | CA | 03/2013 | 11/2016 |
| Jpmorgan Chase Bank, N.A. | Huntington Beach | CA | 11/2016 | 07/2019 |
| J.P. Morgan Securities Llc | Huntginton Beach | CA | 07/2019 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Huntington Beach | CA | 07/2019 | 10/2022 |
| Jp Morgan Chase Bank, N.A. | Huntington Beach | CA | 10/2022 | 04/2025 |
| J.P. Morgan Securities Llc | Newport Beach | CA | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 05/2025 | Present |
Effective 5/1/2025 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-30 |
Reach out to this advisor