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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-04-12 |
| TX | RA | APPROVED | 2024-02-13 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Washington | DC | 09/2009 | Present |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 09/2009 | Present |
Entity Name: Charles E. Smith Jewish Day School Investment related: Yes Address: 1901 ROCKVILLE, MARYLAND Nature of the other business: Pre-K through 12th grade private Day School. Position/Title/Relationship: Director Start Date: 01-Sep-2019 Approximate # of hours a month: Board meets monthly 4x year Approximate # of hours during securities trading hours: 0 Briefly describe your duties: General oversight of the school and head of school; member of investment committee responsibilities include oversight of the school's endowment
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-14 |
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