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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2012-04-03 |
| LA | RA | APPROVED | 2011-09-13 |
| NC | RA | APPROVED | 2011-09-12 |
| OH | RA | APPROVED | 2011-09-09 |
| TX | RA | APPROVED_RES | 2011-09-09 |
| RI | RA | APPROVED | 2011-01-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 01/2011 | Present |
| Annotote | Milton | MA | 03/2017 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 01/2011 | Present |
Entity Name: Annotote Investment related: No Address: Milton, MA 02186 Nature of the other business: Software; web application for annotating digital text (e.g. highlights & notes). Position/Title/Relationship: Sole Proprietor Start Date: 03-Mar-2017 Approximate # of hours a month: 10 hours/month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Maintain web application Effective 6/15/2018 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 | 2008-11-11 |
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