Jeffrey Roodman

Current Employers

Employment History

• 08/2016 → 02/2018
  Lpl Financial Llc
  Palo Alto, CA
• 08/2016 → 02/2018
  California Bank & Trust / Zions Bank
  Palo Alto, CA
• 02/2018 → Present
  Jp Morgan Chase Bank, N.A.
  Mountain View, CA
• 02/2018 → Present
  Jp Morgan Securities, Llc
  Mountain View, CA
• 11/2024 → Present
  Reznim Llc
  Menlo Park, CA

Previous Registrations

• 2016-08-08 → 2018-02-16
  Lpl Financial Llc
  Palo Alto, CA
  San Diego, CA
  Palo Alto, CA
  Sacramento, CA
  Sacramento, CA
  Sacramento, CA
  Sacramento, CA
  Cupertino, CA
  Fremont, CA
  Mountain View, CA
  San Mateo, CA
  Millbrae, CA
  Hayward, CA
  Walnut Creek, CA
  San Francisco, CA
  San Francisco, CA
  Oakland, CA
  Albany, CA
  Sacramento, CA
• 2012-10-01 → 2016-08-15
  J.P. Morgan Securities Llc
  San Carlos, CA
• 2011-12-14 → 2012-10-01
  Chase Investment Services Corp.
  Fremont, CA
  San Carlos, CA
• 2009-12-14 → 2011-10-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Mateo, CA

Other Businesses

Entity Name: Reznim LLC Investment related: No Address: 700 El Camino Real Suite 120, #1230, Menlo Park, CA 94025 Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 11/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My kids and my sister's kids are creating a commerce business. They buy goods at various places and sell on Amazon. me and my sister's husband are going to be on the account and thus owners of Reznim LLC

Exams

• S66 Uniform Combined State Law Examination
  2009-12-11

Designations

Other Names

• Jeffrey Marc Roodman
• Jeff Marc Roodman
• Jeffrey M Roodman