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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-01 |
| WI | RA | APPROVED | 2024-03-01 |
Branch Locations
111 E Wisconsin Ave Floor 22, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | Milwaukee | WI | 03/2009 | Present |
| Jpmorgan Chase Bank | Milwaukee | WI | 07/2008 | Present |
Entity Name: Christ Church Episcopal Investment related: Yes Address: 5655 N Lake Dr, Whitefish Bay, WI 53217 https://www.christchurchwfb.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/20/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a church investment committee for the Church's endowment fund.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-03 |
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