Kristine Charbonneau O'KEefe

J.P. Morgan Securities LLC

Claim This Profile

Current Employers

J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-03-22
TX	RA	APPROVED	2024-03-21

NJ RA
APPROVED

Since 2024-03-22
TX RA
APPROVED

Since 2024-03-21

Branch Locations

25 Deforest Avenue Floor 3, Summit, NJ 07901 • 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

Organization	City	State	From	To
Jpmorgan Securites Llc	Chicago	IL	09/2013	09/2021
Jpmorgan Chase Bank Na	Chicago	IL	09/2013	09/2021
Jpmorgan Chase Bank Na	Summit	NJ	10/2021	Present
Jpmorgan Securities Llc	Summit	NJ	10/2021	Present

09/2013 → 09/2021

Jpmorgan Securites Llc

Chicago, IL
09/2013 → 09/2021

Jpmorgan Chase Bank Na

Chicago, IL
10/2021 → Present

Jpmorgan Chase Bank Na

Summit, NJ
10/2021 → Present

Jpmorgan Securities Llc

Summit, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-02-09
S65	Uniform Investment Adviser Law Examination	2024-02-09
S63	Uniform Securities Agent State Law Examination	2005-10-03

S65 Uniform Investment Adviser Law Examination

2024-02-09
S65 Uniform Investment Adviser Law Examination

2024-02-09
S63 Uniform Securities Agent State Law Examination

2005-10-03

Other Names

Kristine Charbonneau

View on SEC IAPD

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Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ

CONVERSANT CAPITAL LLC · SUMMIT, NJ

WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ

BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ

FORZA INVESTMENT GROUP, LP · SUMMIT, NJ

TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

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OPPENHEIMER & CO. INC. · SUMMIT, NJ

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