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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-02 |
| CA | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 05/2025 | Present |
| Kaizen Financial Strategies Llc | Campbell | CA | 08/2024 | 04/2025 |
| University Of Southern California | Los Angeles | CA | 01/2023 | 04/2024 |
| Unemployed | Palo Alto | CA | 05/2015 | 08/2020 |
| Santa Clara University | Santa Clara | CA | 09/2020 | 06/2022 |
| Skyline College | San Mateo | CA | 08/2022 | 12/2022 |
| Unemployed | Los Angeles | CA | 05/2024 | 07/2024 |
| Unemployed | Santa Clara | CA | 07/2022 | 07/2022 |
Effective 5/5/2025 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-21 |
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