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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-14 |
| IL | RA | APPROVED | 2022-03-03 |
Branch Locations
370 S Cleveland Ave, Westerville, OH 43081 • United States
10 S Dearborn St, Floor 11, Chicago, IL 60603-2300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Deerfield | IL | 10/2019 | 01/2021 |
| Miami University | Oxford | OH | 08/2015 | 05/2019 |
| Huaxia Finance Equity Investment Management Co., Ltd. | Shanghai | 05/2016 | 07/2018 | |
| C. & J. Clark International, Ltd. | Schaumburg | IL | 05/2016 | 03/2020 |
| Aaa General Contractors, Inc. | Arlington Heights | IL | 06/2016 | 08/2017 |
| Sound Llama | Barrington | IL | 10/2014 | 04/2017 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | 12/2021 |
| J.P Morgan Securities Llc | Chicago | IL | 01/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 01/2022 | Present |
| Jbk Atelier | Chicago | IL | 03/2026 | Present |
Entity Name: JBK Atelier Investment related: No Address: 980 N. Michigan Ave. Ste 1090 PMB 325631 Chicago, Illinois 60611-4521 Nature of the other business: Photography Position/Title/Relationship: Employee/Contractor Start Date: 03/31/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A photography business for myself mainly focusing on fashion and product photography. Entity Name: Collectively, Inc. Investment related: No "Address: Hanover Park, Illinois 60133 collectivelyinc.com" Nature of the other business: Social Media Position/Title/Relationship: Employee/Contractor Start Date: 06/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am not sure which answer choice I should be using for question #1. I am applying for pre-disclosure regarding a sponsorship via Collectively, Inc. which involves the firm sending products from Dove to promote on my Instagram account. This has nothing to do with JP Morgan.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-18 |
| S65 | Uniform Investment Adviser Law Examination | 2020-02-07 |
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