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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| CA | RA | APPROVED | 2021-09-13 |
Branch Locations
277 Park Ave, Floor 36, New York, NY 10172 • United States
1800 E Florida Ave, Floor 02, Hemet , CA 92544 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | La Jolla | CA | 05/2006 | 07/2021 |
| J.P. Morgan Securities Llc | Hemet | CA | 07/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Hemet | CA | 07/2021 | Present |
| Three International | Pleasant Grove | UT | 02/2023 | 06/2023 |
| Gff | Menifee | CA | 09/2023 | Present |
| Ppm | Menifee | CA | 09/2023 | 04/2025 |
| Olylife | Menifee | CA | 02/2026 | Present |
Entity Name: Olylife Investment related: No "Address: Olylife.com " Nature of the other business: Health & Wellness Position/Title/Relationship: Employee/Contractor Start Date: 02/16/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: health product company. No connection to JPM. Entity Name: GFF Investment related: No Address: Menifee, California, 92584, www.getfearlessfeedom.com Nature of the other business: Online Services Position/Title/Relationship: Employee/Contractor Start Date: 09/11/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: this is an online funnel system that helps drive traffic to a specific website to get leads.nights and weekends posting ads to Craigslist and it is helping to build a lead list for my husbands health coaching business. There is no connection to JPMC and is not in any way similar. Magnolia Design Co / not investment related / 723 San Marcos, CA / 222.magnolia-designco.com / home decor / creator of home goods / Independent contractor / Start Date 10/4/2019 / 10 hours per month / 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-11 |
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