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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-07 |
| TX | RA | APPROVED | 2023-12-07 |
Branch Locations
10 S Dearborn St Floor 09, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 07/2008 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 11/2016 | Present |
Entity Name: VOCEL Investment related: Yes "Address: 1550 W. Carroll Avenue, Suite 203 Chicago, IL 60607 https://www.vocel.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 03/08/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: VOCEL provides early childhood education programming for young children, families, and schools in overburdened, under-resourced communities. I have been nominated to chair the Finance Committee. Those duties are not similar to my JPMC role, and there is not any known connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-06 |
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