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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-04-22
OH RA APPROVED 2021-06-21
  • TX RA
    APPROVED_RES
    Since 2022-04-22
  • OH RA
    APPROVED
    Since 2021-06-21

Branch Locations

2800 Far Hills Avenue, Oakwood, OH 45419 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, Na. Oakwood OH 04/2012 Present
J.P. Morgan Securities Llc Oakwood OH 10/2012 Present
Gw Investments, Llc Bellbrook OH 06/2016 06/2018
Hensley'S Spring Valley OH 10/2020 12/2023
Jw Flooring & Tile, Llc Centerville OH 02/2022 Present
Bbs Investments, Llc Dayton OH 04/2023 Present
  • 04/2012 → Present
    Jpmorgan Chase Bank, Na.
    Oakwood, OH
  • 10/2012 → Present
    Oakwood, OH
  • 06/2016 → 06/2018
    Gw Investments, Llc
    Bellbrook, OH
  • 10/2020 → 12/2023
    Hensley'S
    Spring Valley, OH
  • 02/2022 → Present
    Jw Flooring & Tile, Llc
    Centerville, OH
  • 04/2023 → Present
    Bbs Investments, Llc
    Dayton, OH
Other Businesses

Entity Name: BBS Investments, LLC Investment related: No "Address: Dayton, OH 45458" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/21/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It will own a commercial building that my other business JW Flooring & Tile, LLC will lease. Entity Name: JW Flooring & Tile, LLC Investment related: No "Address: Centerville, Oh 45459" Nature of the other business: Flooring Position/Title/Relationship: Owner/Partner Start Date: 02/15/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The entity will sell flooring to builders and consumers. I will not be involved in any day to day activities. This is strictly an investment for a 25% stake in the business. It will be run by the majority owner. This business is not related to my role at JPMC ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: EX SPORTS, LLC. POSITION: INVESTOR START DATE: 8/22/2020 ADDRESS: Bellbrook, OH 45305 DETAILS: SPORTS CARD TRADING. WE BUY, SELL AND TRADE CARDS ONLINE. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-29
S63 Uniform Securities Agent State Law Examination 2011-02-21
  • S66 Uniform Combined State Law Examination
    2021-05-29
  • S63 Uniform Securities Agent State Law Examination
    2011-02-21
Designations
Other Names
  • Steve Wise
  • Steven Bruce Wise

View on SEC IAPD

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