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Heidi Marie Jacobs Mcdonald

J.P. Morgan Securities LLC

Lafayette, LA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-09-23
LA RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2013-09-23
  • LA RA
    APPROVED
    Since 2012-10-01

Branch Locations

1233 Kaliste Saloom Road, Lafayette, LA 70508 • 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
Papillon Properties Llc Lafayette LA 01/2012 Present
J.P. Morgan Securities Llc Lafayette LA 10/2012 Present
Jacobs Ponderosa, Llc. Lafayette LA 05/2014 Present
Jpmorgan Chase Bank, N.A. Lafayette LA 01/2018 Present
  • 01/2012 → Present
    Papillon Properties Llc
    Lafayette, LA
  • 10/2012 → Present
    Lafayette, LA
  • 05/2014 → Present
    Jacobs Ponderosa, Llc.
    Lafayette, LA
  • 01/2018 → Present
    Jpmorgan Chase Bank, N.A.
    Lafayette, LA
Previous Registrations
  • 2007-12-10 → 2012-10-01
    Chase Investment Services Corp.
    Lafayette, LA
    Abbeville, LA
    Lafayette, LA
    Lafayette, LA
    Abbeville, LA
    Abbeville, LA
Other Businesses

Entity Name: Lafayette Community Fridge, LLC Investment related: No "Address: 201 Eugenie Dr. Duson, LA 70529" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Community fridge and pantry that accepts public donations so that those in need have access to food. Entity Name: Foodies of Lafayette DBA FOL Investment related: No "Address: Lafayette, LA 70508" Nature of the other business: Commerce Position/Title/Relationship: Owner/Partner Start Date: 08/01/2023 Approximate # of hours a week: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Making tshirts and koozies, no connection to JPMorgan or finance. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: JACOBS PONDEROSA, LLC. POSITION: PARTIAL OWNER START DATE: 5/9/2014 ADDRESS: 220 LAFAYETTE, LA. DETAILS: FAMILY HOMESTEAD. HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: NO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-05
  • S66 Uniform Combined State Law Examination
    2007-12-05
Other Names
  • Heidi Marie Jacobs
  • Heidi M.J. Jordan
  • Heidi M.J. Jacobs

View on SEC IAPD

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