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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-07-26 |
| FL | RA | APPROVED | 2019-11-07 |
| CA | RA | APPROVED | 2016-10-31 |
| TX | RA | APPROVED_RES | 2016-10-31 |
Branch Locations
5100 Town Center Circle Floor 06, Boca Raton, FL 33486-1049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Valencia | CA | 10/2014 | 10/2016 |
| Bank Of America, N.A. | Valencia | CA | 10/2014 | 10/2016 |
| Jpmorgan Securities, Llc | Lancaster | CA | 10/2016 | 11/2017 |
| 24 Hour Fitness | West Covina | CA | 10/2015 | 11/2019 |
| Jp Morgan Securities, Llc | Lancaster | CA | 11/2017 | 11/2019 |
| Jp Morgan Chase Bank, N.A. | Lancaster | CA | 11/2017 | 11/2019 |
| Jp Morgan Securities, Llc | Delray Beach | FL | 11/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Delray Beach | FL | 11/2019 | Present |
| 24 Hour Fitness | Boynton Beach | FL | 10/2015 | 06/2020 |
| Adelle Tan | Boynton Beach | FL | 09/2022 | 04/2025 |
| J & R Hospitality, Llc | Boca Raton | FL | 04/2025 | Present |
| Aamjt Llc | Boynton Beach | FL | 07/2025 | Present |
Entity Name: AAMJT LLC Investment related: No Address: BOYNTON BEACH, FL Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I AM AN OWNER OF A RENTAL CONDO UNIT. THERE IS NO CONNECTION WITH MY ROLE AT JP MORGAN CHASE. Entity Name: J & R Hospitality, LLC Investment related: No "Address: 2101 NW SECOND AVE SUITE 5 BOCA RATON, FL 33431" Nature of the other business: Restaurant Position/Title/Relationship: Employee/Contractor Start Date: 04/18/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I sing at a restaurant once a week in the evening. Not related nor any connected to my role JPMorganChase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-08 |
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