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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-18 |
| WV | RA | APPROVED | 2018-04-13 |
| LA | RA | APPROVED | 2018-01-04 |
| GA | RA | APPROVED | 2017-12-22 |
| NC | RA | APPROVED | 2017-12-01 |
| OH | RA | APPROVED | 2017-11-30 |
| TX | RA | APPROVED | 2017-11-30 |
Branch Locations
3424 Peachtree Road Ne Floor 17 & 18, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Atlanta | GA | 11/2008 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 11/2017 | Present |
| Jpmorgan Securities, Llc. | Atlanta | GA | 11/2017 | Present |
"Entity Name: JDM Brookwood investment Investment related: Yes "Address: 2920 Habersham Way, NW Atlanta, GA 30305" Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 03/01/2018 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Single member LLC for investment purposes. Entity Name: Flanner Irish LLC Investment related: Yes Address: 1021 South Bend, IN Nature of the other business: Owns rental property Position/Title/Relationship: Officer Start Date: 01-Jun-2007 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: manage house Entity Name: The Shepher Center Investment related: No Address: 2020 Atlanta, GA Nature of the other business: Spinal/Brain injury center Position/Title/Relationship: Member of an Advisory Board Start Date: 01-Jun-2017 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Bring awareness to Shepherd Center JDM BROOKWOOD INVESTMENTS, LLC/single member LLC/ managing member/private equity holding 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 | 2003-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-02 |
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