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Yisroel Yonah Schwartz

J.P. Morgan Securities LLC

Summit, NJ

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-10-21
TX RA APPROVED 2024-10-18
  • NJ RA
    APPROVED
    Since 2024-10-21
  • TX RA
    APPROVED
    Since 2024-10-18

Branch Locations

25 Deforest Avenue Floor 3, Summit, NJ 07901 • 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
Goldman Sachs & Co Llc New York NY 07/2010 09/2024
Jpmorgan Chase Bank, N.A. Summit NJ 09/2024 Present
J.P. Morgan Securities Llc Summit NJ 09/2024 Present
  • 07/2010 → 09/2024
    Goldman Sachs & Co Llc
    New York, NY
  • 09/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Summit, NJ
  • 09/2024 → Present
    J.P. Morgan Securities Llc
    Summit, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-18
S63 Uniform Securities Agent State Law Examination 2019-04-27
  • S65 Uniform Investment Adviser Law Examination
    2024-10-18
  • S63 Uniform Securities Agent State Law Examination
    2019-04-27
Other Names
  • Yonah Y Schwartz
  • Yisroel Yonah Schwartz
  • Yisroel Y Schwartz

View on SEC IAPD

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Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ
BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ
FORZA INVESTMENT GROUP, LP · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
OPPENHEIMER & CO. INC. · SUMMIT, NJ

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