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Jeff M Loventhal

J.P. Morgan Securities LLC

Oakland, CA

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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 2013-09-19
CA RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2013-09-19
  • CA RA
    APPROVED
    Since 2012-10-01

Branch Locations

5114 Broadway, Oakland, CA 94611 • 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
J.P. Morgan Securities Llc San Leandro CA 10/2012 05/2024
Jp Morgan Chase Bank, N.A. San Leandro CA 01/2018 05/2024
J.P. Morgan Securities Llc Oakland CA 05/2024 Present
Jpmorgan Chase Bank, N.A. Oakland CA 05/2024 Present
Previous Registrations
  • 2009-05-02 → 2012-10-01
    Chase Investment Services Corp.
    San Leandro, CA
  • 2006-02-17 → 2009-05-02
    Wamu Investments, Inc.
    Danville, CA
    San Ramon, CA
    Hayward, CA
    San Leandro, CA
    San Leandro, CA
    San Leandro, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-07-30
  • S63 Uniform Securities Agent State Law Examination
    1991-07-30
Other Names
  • Jeff Michael Loventhal
  • Jeffrey Michael Loventhal
  • Jeffrey Loventhal

View on SEC IAPD

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Other Offices

INFINITY FINANCIAL SERVICES ADVISORY · OAKLAND, CA
CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Oakland, CA
FM CAPITAL GROUP · OAKLAND, CA
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC · OAKLAND, CA
FINANCIAL AVENGERS, INC. · OAKLAND, CA

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