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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-03-05
TX RA APPROVED 2024-03-05
  • NC RA
    APPROVED
    Since 2024-03-05
  • TX RA
    APPROVED
    Since 2024-03-05

Branch Locations

4350 Congress Street Floor 01, Charlotte, NC 28209 • United States

4000 Center At Northhills St., Raleigh, NC 27609 • 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
Jpmorgan Chase Bank, N.A. Raleigh NC 08/2019 Present
J.P. Morgan Securities Llc Raleigh NC 08/2019 Present
University Of North Carolina At Chapel Hil Chapel Hill NC 06/2017 05/2019
United States Army Fort Bragg NC 06/2013 09/2017
Jp Morgan New York NY 06/2018 08/2018
Holly Springs Self Storage, Llc Chapel Hill NC 08/2019 Present
Burnett Properties Group, Llc Winston-Salem NC 09/2019 Present
  • 08/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Raleigh, NC
  • 08/2019 → Present
    Raleigh, NC
  • 06/2017 → 05/2019
    University Of North Carolina At Chapel Hil
    Chapel Hill, NC
  • 06/2013 → 09/2017
    United States Army
    Fort Bragg, NC
  • 06/2018 → 08/2018
    Jp Morgan
    New York, NY
  • 08/2019 → Present
    Holly Springs Self Storage, Llc
    Chapel Hill, NC
  • 09/2019 → Present
    Burnett Properties Group, Llc
    Winston-Salem, NC
Other Businesses

Entity Name: Burnett Properties Group, LLC Investment related: Yes Address: 813 Winston-Salem, NC Nature of the other business: Rental Property Position/Title/Relationship: General Partner Start Date: 04-Sep-2019 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 2 Briefly describe your duties: Provide oversight to the properties when needed. Entity Name: Holly Springs Self Storage, LLC Investment related: Yes Address: 201 Chapel Hill, NC - www.burnettpropertiesgroup.com Nature of the other business: Self Storage Business Position/Title/Relationship: General Partner Start Date: 27-Aug-2019 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No involvement.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-05
S63 Uniform Securities Agent State Law Examination 2019-10-07
  • S65 Uniform Investment Adviser Law Examination
    2024-03-05
  • S63 Uniform Securities Agent State Law Examination
    2019-10-07
Other Names
  • Charlotte Mary White
  • Charlie Burnett

View on SEC IAPD

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