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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-23 |
| TX | RA | APPROVED | 2025-10-23 |
Branch Locations
2001 Nesconset Highway, Lake Grove, NY 11755 • United States
216 Old Country Rd, Floor 02, Mineola, NY 11501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Lake Grove | NY | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Lake Grove | NY | 10/2025 | Present |
| 704 Bordois Ave Llc | Bellport | NY | 06/2024 | Present |
| 37 Rice Court Llc | Medford | NY | 06/2024 | Present |
| Equitable Financial Life Insurance | Setauket | NY | 08/2025 | 10/2025 |
| Formation Concrete & General Construction, Inc. | Medford | NY | 06/2019 | 09/2025 |
| Miami University | Oxford | OH | 08/2018 | 12/2022 |
| Port Jefferson Country Club | Port Jefferson | NY | 08/2016 | 08/2018 |
Entity Name: 37 Rice Court LLC Investment related: No Address: 37 Rice Ct., Medford, NY 11763 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/04/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Property holding company, no responsibilities or duties. Owner in name only. Role is not similar to firm role and there is no connection to JPMorganChase. Entity Name: 704 Bourdois Ave LLC Investment related: No Address: Bellport, NY Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/04/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Property Holding Company, No responsibilities or day to day participation. Not similar in anyway to current role and no connection to JPMorganChase
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-09 |
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