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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-16 |
Branch Locations
1 E Ohio St Floor 17, Indianapolis, IN 46204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Indianapolis | IN | 08/2014 | Present |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 01/2018 | Present |
| Scentsy | Meridian | ID | 06/2026 | Present |
Entity Name: Scentsy Investment related: No Address: 2701 E. Pine Ave. Meridian, ID 83642 https://scentsy.com Nature of the other business: Home Fragrances Position/Title/Relationship: Employee/Contractor Start Date: 06/15/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: independent consultant. selling to family and friends no relation to my current role or known connection to JP Morgan Chase. Entity Name: Coburn Place Investment related: Yes "Address: https://coburnplace.org/ 604 E. 38th St. Indianapolis, IN 46205" Nature of the other business: Human Services Position/Title/Relationship: Board Member Start Date: 02/09/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Coburn Place is transitional housing for survivors of intimate partner violence. I sit on their board and act as Treasurer. Entity Name: Coburn Place Investment related: Yes Address: 604 Indianapolis, IN Nature of the other business: Supportive services and housing for survivors of intimate partner violence Position/Title/Relationship: Finance committee member Start Date: 01-Oct-2019 Approximate # of hours a month: 6 per year Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Serve on finance committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
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