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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-06-12 |
| NC | RA | APPROVED | 2015-05-18 |
| OH | RA | APPROVED | 2015-05-18 |
| TX | RA | APPROVED | 2015-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 05/2015 | Present |
| Jpmorgan Chase Bank Na | Boston | MA | 05/2015 | Present |
| Romeo Bravo Software | Chesterfield | MO | 07/2024 | Present |
Entity Name: Romeo Bravo Software Investment related: No "Address: 18336 Edison Ave STE 100, Chesterfield, MO 63005 https://romeobravosoftware.com/" Nature of the other business: Software Position/Title/Relationship: Owner/Partner Start Date: 07/19/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: SAAS business started by my cousin. Lodging services software, mainly focused on adventure travel and outdoor recreation. The company is looking to expand into hotels and is raising equity and debt to support this growth. My cousin maintains checking and banking relationship at JPM Chase for some of his businesses and his personal. He owns one Private Equity fund at JPM as well. The connection to JPM is that he holds some accounts and is a client. " Entity Name: Jake's Dilemma LLC Investment related: Yes Address: Charlestown, MA Nature of the other business: Vacation property rental Position/Title/Relationship: General Partner Start Date: 05-Aug-2015 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental income and lease collection and managing cleaners, contractors, etc. 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 | 2007-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-06 |
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