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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-07-25 |
| LA | RA | APPROVED | 2014-07-18 |
| NC | RA | APPROVED | 2014-07-01 |
| OH | RA | APPROVED | 2014-06-25 |
Branch Locations
Southborough, MA • United States
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
Newton, MA • United States
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 | 06/2014 | Present |
| Jpmorgan Chase Bank Na | Boston | MA | 06/2014 | Present |
| Winner'S Circle Consulting, Inc. | Southborough | MA | 01/2017 | Present |
| Foggystyle Llc | Marlborough | MA | 09/2005 | Present |
| 6Th Gear Equipment Llc | Southborough | MA | 02/2015 | Present |
| Guardian Angel Motorsports | Southborough | MA | 08/2014 | Present |
| Scudder House, Llc | Southborough | MA | 09/2024 | Present |
| Race Performance Motorsport Shop & Mentoring Center | Marlborough | MA | 05/2025 | Present |
Entity Name: Race Performance Motorsport Shop & Mentoring Center Investment related: No "Address: 267 Maple St, Unit K Marlborough, MA 01752" Nature of the other business: Automotive Position/Title/Relationship: Owner/Partner Start Date: 05/19/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company provides automotive repair, maintenance, race preparation and recondition services for performance and used vehicles. Entity Name: Scudder House, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/30/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property Entity Name: 6th Gear Equipment LLC Investment related: No Address: Southborough, MA Nature of the other business: ownership and maintenance of the asset. Position/Title/Relationship: Owner /Partner Start Date: Feb 18, 2015 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: ownership and maintenance of the asset Entity Name: Guardian Angel Motorsports Investment related: Yes Address: 6 Angelica Ln, Southborough, MA 01772 Nature of the other business: Automotive Position/Title/Relationship: Owner/Partner Start Date: 08/27/2014 Approximate # of hours a month: 10-20 Approximate # of hours during securities trading hours: 10 Briefly describe your duties: Founder and President Entity Name: Foggystyle LLC Investment related: Yes Address: 7 Marlborough, MA Nature of the other business: Rental property Position/Title/Relationship: General Partner Start Date: 30-Sep-2005 Approximate # of hours a month: 2-3 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Sole manager of ownership entity. Entity Name: Winner's Circle Consulting, Inc. Investment related: No Address: Southborough, MA Nature of the other business: Race car driver logistics planning and data coaching. Position/Title/Relationship: Officer Start Date: 13-Jan-2017 Approximate # of hours a month: 5-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Sole owner & operator Entity Name: 65 Tom Nevers Rd Investment related: Yes Address: 65 Nantucket, MA Nature of the other business: Seasonal vacation rentals Position/Title/Relationship: Sole Proprietor Start Date: 15-Oct-2015 Approximate # of hours a month: none - wife is rental agent and real estate professional Approximate # of hours during securities trading hours: None Briefly describe your duties: owner; operate of said rental 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-02 |
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