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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-30 |
| DC | RA | APPROVED | 2023-12-05 |
| TX | RA | APPROVED | 2023-07-21 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
650 S Exeter St Floor 09, Baltimore, MD 21202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| 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: Yale Veterans Association Investment related: No Address: Davidsonville, MD http://yaleveterans.org/ Nature of the other business: The Yale Veterans Association (YVA) is dedicated to recognizing the importance and value of military service. Activities include aiding wounded veterans and veterans in need, supporting ROTC and military education programs, organizing military-related programs and activities, and fostering camaraderie among veteran communities. Position/Title/Relationship: Director Start Date: 04-Aug-2014 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Chairman of the Board of Directors. Serve as Chairman, typically holding monthly Board calls.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-10 |
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