Best Investors
Account
Sign in
429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
| NY | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
375 Park Avenue Suite 2209, New York, NY 10152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | Chicago | IL | 12/2010 | 09/2017 |
| Jpm Investment Management Inc. | Chicago | IL | 07/2010 | 09/2017 |
| Jpmorgan Chase Bank Na | New York | NY | 09/2017 | 09/2019 |
| Jpmorgan Securities Llc | New York | NY | 09/2017 | 09/2019 |
| Ellevest | New York | NY | 09/2019 | 03/2025 |
| Angeles Wealth Management, Llc | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-08-03 |
Reach out to this advisor