Jay M. Rottner

Current Employers

Employment History

• 01/2012 → Present
  J.P. Morgan Securities Llc
  Atlanta, GA
• 01/2012 → Present
  Jpmorgan Chase Bank, N.A.
  Atlanta, GA
• 02/2019 → Present
  Holy Innocents Episcopal School
  Atlanta, GA
• 02/2020 → Present
  Holy Innocents Episcopal School
  Atlanta, GA
• 01/2018 → Present
  Holy Innocents Episcopal School
  Atlanta, GA
• 01/2025 → Present
  Holy Innocents Episcopal School
  Atlana, GA

Previous Registrations

• 2004-04-01 → 2012-01-13
  Morgan Keegan & Company, Llc
  Atlanta, GA
  Atlanta, GA

Other Businesses

Entity Name: Holy Innocents Episcopal School Investment related: No Address: 805 Mt Vernon Hwy Atlanta GA 30327 Nature of the other business: Education Position/Title/Relationship: Employee/Contractor Start Date: 02/02/2026 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Assistant middle school baseball coach Entity Name: Holy Innocents Episcopal School Investment related: No "Address: 805 Mount Vernon Hwy Atlana GA 30328" Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 01/27/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Middle School community baseball coach Entity Name: Holy Innocents Episcopal School Investment related: No "Address: 805 Mt Vernon Hwy Atlanta GA 30327" Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 01/31/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Middle School Baseball Coach- Paid Entity Name: Holy Innocents Episcopal School Investment related: N "Address: 305 Mt Vernon Hwy Atlanta GA 30327" Nature of the other business: Education Position/Title/Relationship: Employee/Contractor Start Date: 01/31/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Assistant middle school baseball coach Entity Name: Holy Innocents Episcopal School Investment related: N Address: 805 Mt Vernon Hwy Atlanta GA 30328 Nature of the other business: Coaching Position/Title/Relationship: Assistant Coach Start Date: 02/06/2021 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: Less than 3 hours during trading hours per month Briefly describe your duties: Assistant coach for middle school baseball Entity Name: Holy Innocents Episcopal School Investment related: No Address: 805 Mt Vernon Hwy Atlanta GA 30327 Nature of the other business: Middle School Baseball Coach Position/Title/Relationship: Coach Start Date: 29-Jan-2018 Approximate # of hours a month: 25 Approximate # of hours during securities trading hours: 0-30 minutes Briefly describe your duties: Coach for FEB, March and up to mid April Entity Name: Holy Innocents Episcopal School Investment related: No Address: 805 Atlanta Ga Nature of the other business: K-12 school Position/Title/Relationship: Coach Start Date: 04-Feb-2020 Approximate # of hours a month: 40 Approximate # of hours during securities trading hours: 25 Briefly describe your duties: Assistant Coach for Middle school baseball Entity Name: Holy Innocents Episcopal School Investment related: No Address: 185 Atlanta GA Nature of the other business: Middle School Baseball Coach Position/Title/Relationship: Assistant Coach Start Date: 01-Feb-2019 Approximate # of hours a month: 40 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: assistant coach 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-26
• S63 Uniform Securities Agent State Law Examination
  1993-04-01

Other Names

• Jay Matthew Rottner