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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-24 |
| TX | RA | APPROVED | 2024-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palm Beach | FL | 06/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 11/2016 | Present |
Entity Name: The Promise Fund of Florida Investment related: N "Address: 340 Royal Poinciana Way, Suite 317-301 Palm Beach, FL 33480 https://promisefundofflorida.org/" Nature of the other business: Community Services Position/Title/Relationship: Board Member Start Date: 01/03/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Promise Fund was created to improve low income healthcare in Palm Beach County. I would be a board member with general board responsibilities. David Brodsky (board member) and the Promise Fund are clients of JPM, covered by Kevin Crosby.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-18 |
| S66 | Uniform Combined State Law Examination | 2010-10-26 |
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