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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED | 2026-05-11 |
Branch Locations
560 Mission Street, San Francisco, CA 94105 • United States
805 Sw Broadway, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eugene Swim And Tennis Club | Eugene | OR | 01/2019 | 09/2019 |
| Market Of Choice | Eugene | OR | 03/2020 | 09/2020 |
| Market Of Choice | Corvallis | OR | 10/2020 | 05/2021 |
| Marist Catholic High School | Eugene | OR | 09/2016 | 06/2020 |
| Whittier Wood Products | Eugene | OR | 06/2021 | 09/2021 |
| Eugene Swin & Tennis Club | Eugene | OR | 07/2022 | 10/2022 |
| Oregon State University | Corvallis | OR | 09/2020 | 06/2024 |
| Dixon Recreation Center | Corvallis | OR | 09/2021 | 07/2024 |
| Fisher Investments | Tampa | FL | 08/2024 | 02/2025 |
| Wedbush Securities | Lake Oswego | OR | 04/2025 | 04/2026 |
| J.P. Morgan Securities Llc | Portland | OR | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 04/2026 | Present |
| Unemployed | Lake Oswego | OR | 03/2025 | 03/2025 |
Effective 4/20/2026 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2024-12-17 |
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