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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-15 |
| NY | RA | APPROVED | 2025-01-15 |
Branch Locations
10 S Dearborn St Floor 09, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mb Financial Bank | Chicago | IL | 06/2012 | 10/2018 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2014 | 12/2016 |
| Cedar Hill Associates, Llc | Chicago | IL | 12/2016 | 11/2018 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 01/2025 | Present |
| J.P. Morgan Securities Llc | Chicago | IL | 01/2025 | Present |
| Bank Of Montreal | Hinsdale | IL | 11/2018 | 12/2024 |
Entity Name: Metropolitan Family Services Investment related: Yes Address: https://www.metrofamily.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/01/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm on the Board and sit on the Finance Committee. It does not appear that JPM has an active relationship with the non profit. Metropolitan Family Services; not investment-related; Chicago, IL 60606; Non profit - social service; Board member; Board Member; 10/01/2018; number of hours/month you devote to the other business; 2 hours; number of hours you devote during securities trading hours; 0 hours; Duties: Serve as a Board Member and serve as a member of their Finance Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
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