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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 2020-11-10
OR RA APPROVED 2016-01-27
  • TX RA
    APPROVED_RES
    Since 2020-11-10
  • OR RA
    APPROVED
    Since 2016-01-27

Branch Locations

4732 Nw Bethany Blvd, Suite G-1, Portland, OR 97229 • 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
Toy Box Maxi Storage, Llc White Clay OR 06/2006 02/2021
J.P. Morgan Securities Llc Portland OR 01/2016 Present
Jpmorgan Chase Bank, N.A. Portland OR 01/2026 Present
  • 06/2006 → 02/2021
    Toy Box Maxi Storage, Llc
    White Clay, OR
  • 01/2016 → Present
    Portland, OR
  • 01/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Portland, OR
Previous Registrations
  • 2015-09-08 → 2016-01-05
    Steward Partners Investment Solutions, Llc
    Portland, OR
    Medford, OR
  • 2012-08-01 → 2015-09-09
    Klamath Falls, OR
    Klamath Falls, OR
    Klamath Falls, OR
    Merrill, OR
    Klamath Falls, OR
    North Bend, OR
    Bandon, OR
    Cave Junction, OR
    Coos Bay, OR
    Jacksonville, OR
    Coos Bay, OR
    Coquille, OR
    Gold Beach, OR
    Riddle, OR
    Florence, OR
    Bend, OR
    Ashland, OR
    Burns, OR
    Grant Pass, OR
    Medford, OR
    Port Orford, OR
    Brookings, OR
    Mccall, ID
    Medford, OR
    Redmond, OR
    Medford, OR
    North Bend, OR
    Bend, OR
    Coos Bay, OR
    Klamath Falls, OR
  • 2010-12-06 → 2012-03-20
    Medford, OR
Other Businesses

Entity Name: Rental Property Investment related: Y Address: 15898 NW Brugger Rd; Portland, OR 97229 Nature of the other business: Rental Property Position/Title/Relationship: Landlord Start Date: 03/30/2021 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 during trading hours Briefly describe your duties: I will be a landlord for this rental property. Duties will be very limited ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: PENN SMITH SKINCARE, LLC. POSITION: SIGNER START DATE: 11/2/2017 ADDRESS: 16771, SHERWOOD, OR DETAILS: PENNSMITHSKINCARE.COM. SPOUSES BUSINESS - ASSIST IN DEPOSITING CHECKS AND OTHER BANKING-RELATED TRANSACTIONS. I WILL NOT HAVE ANY DUTIES OR RESPONSIBILITIES OUTSIDE OF ASSISTING WITH BANK TRANSACTIONS. HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0 INVESTMENT RELATED: NO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-29
  • S66 Uniform Combined State Law Examination
    2010-10-29
Other Names
  • Jarrad William Smith

View on SEC IAPD

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