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

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-14
IL RA APPROVED 2022-03-03
  • TX RA
    APPROVED_RES
    Since 2022-03-14
  • IL RA
    APPROVED
    Since 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

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
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
  • 10/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Deerfield, IL
  • 08/2015 → 05/2019
    Miami University
    Oxford, OH
  • 05/2016 → 07/2018
    Huaxia Finance Equity Investment Management Co., Ltd.
    Shanghai
  • 05/2016 → 03/2020
    C. & J. Clark International, Ltd.
    Schaumburg, IL
  • 06/2016 → 08/2017
    Aaa General Contractors, Inc.
    Arlington Heights, IL
  • 10/2014 → 04/2017
    Sound Llama
    Barrington, IL
  • 01/2021 → 12/2021
    Goldman Sachs & Co. Llc
    New York, NY
  • 01/2022 → Present
    Chicago, IL
  • 01/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 03/2026 → Present
    Jbk Atelier
    Chicago, IL
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-18
S65 Uniform Investment Adviser Law Examination 2020-02-07
  • S63 Uniform Securities Agent State Law Examination
    2020-09-18
  • S65 Uniform Investment Adviser Law Examination
    2020-02-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westerville, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor