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Jeffrey Atwood

J.P. Morgan Securities LLC

Boston, MA

Dover, MA

Boston, MA

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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 2023-11-27
CT RA APPROVED 2023-11-20
  • TX RA
    APPROVED_RES
    Since 2023-11-27
  • CT RA
    APPROVED
    Since 2023-11-20

Branch Locations

160 Federal Street, Boston, MA 02110 • United States

Dover, MA • United States

50 Rowes Wharf 4Th Floor, Boston, MA 02110 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 07/1997 04/2018
Bank Of America, Na Boston MA 09/2009 04/2018
First Republic Investment Management, Inc. Boston MA 04/2018 Present
First Republic Securities Company, Llc Boston MA 04/2018 09/2023
J.P. Morgan Securities Llc Boston MA 09/2023 Present
Jpmorgan Chase Bank, N.A. Boston MA 10/2023 Present
  • 07/1997 → 04/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Boston, MA
  • 09/2009 → 04/2018
    Bank Of America, Na
    Boston, MA
  • 04/2018 → Present
    First Republic Investment Management, Inc.
    Boston, MA
  • 04/2018 → 09/2023
    First Republic Securities Company, Llc
    Boston, MA
  • 09/2023 → Present
    J.P. Morgan Securities Llc
    Boston, MA
  • 10/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-29
S63 Uniform Securities Agent State Law Examination 1992-04-02
  • S65 Uniform Investment Adviser Law Examination
    2004-12-29
  • S63 Uniform Securities Agent State Law Examination
    1992-04-02
Other Names
  • Jeff Atwood
  • Jeffrey Barnett Atwood

View on SEC IAPD

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