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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-21 |
| TX | RA | APPROVED | 2024-05-20 |
Branch Locations
25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Summit | NJ | 07/2009 | Present |
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 11/2016 | Present |
| Poa For Relative | Franklin Lakes | NJ | 05/2024 | Present |
| Poa For Mother | Franklin Lakes | NJ | 10/2024 | Present |
Entity Name: POA for Mother Investment related: No Address: N/A Nature of the other business: POA Position/Title/Relationship: Employee/Contractor Start Date: 10/09/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No connection to JPMC. Will be handling all of my mother's affairs. Entity Name: POA for relative Investment related: No Address: FRANKLIN LAKES New Jersey 07417. Personal fiduciary submission for POA on relatives accounts. Form attached. Menu selection did not match fiduciary option. Nature of the other business: POA Position/Title/Relationship: Employee/Contractor Start Date: 05/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: N/A. Personal fiduciary submission for POA on relatives accounts. Form attached. Menu selection did not match fiduciary option.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-26 |
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