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Katharine Swan Burrage Schmitt

J.P. Morgan Securities LLC

Boston, MA

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-11
  • TX RA
    APPROVED
    Since 2023-08-11

Branch Locations

50 Rowes Wharf Floor 03, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securites Llc Boston MA 09/2008 Present
Jp Morgan Chase Bank, Na Boston MA 02/2016 Present
  • 09/2008 → Present
    Jp Morgan Securites Llc
    Boston, MA
  • 02/2016 → Present
    Jp Morgan Chase Bank, Na
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-11
S63 Uniform Securities Agent State Law Examination 2008-12-01
  • S65 Uniform Investment Adviser Law Examination
    2023-08-11
  • S63 Uniform Securities Agent State Law Examination
    2008-12-01
Other Names
  • Katharine Swan Burrage
  • Katharine Schmitt

View on SEC IAPD

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