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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-03-22 |
| OH | RA | APPROVED | 2016-02-29 |
| TX | RA | APPROVED_RES | 2012-02-04 |
| CA | RA | APPROVED | 2009-09-29 |
| WA | RA | APPROVED | 2006-06-30 |
Branch Locations
1301 2Nd Avenue, Seattle, WA 98101 • United States
Seattle, WA • United States
560 Mission Street, San Francisco, CA 94105 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 10/2010 | Present |
| J.P. Morgan Securities Llc | Seattle | WA | 10/2008 | Present |
| Barns Beans Llc/22, Llc | Seattle | WA | 06/2014 | Present |
| Gw 326 Llc | Seattle | WA | 06/2024 | Present |
Entity Name: GW 326 LLC Investment related: No Address: 2524 11th Ave W Seattle, WA 98119 Nature of the other business: Ocean Vessel Position/Title/Relationship: Owner/Partner Start Date: 06/11/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Ocean vessel owned jointly in the name of LLC, strictly for asset protection purposes Entity Name: Broxton condo association Investment related: No Address: 5016 California ave Sw seattle , WA 98136 Nature of the other business: Board seat on a Condo Association. Administers condo building Position/Title/Relationship: Advisory Board Member Start Date: 11-May-2016 Approximate # of hours a month: .25 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: advise condo on association issues Entity Name: barns beans llc, 22,llc Investment related: Yes Address: Seattle, WA Nature of the other business: Real estate holding companies for rental properties Position/Title/Relationship: Sole Proprietor Start Date: 30-Jun-2014 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 1 Briefly describe your duties: General Management 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 | 1994-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-23 |
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