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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| CA | RA | APPROVED | 2025-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Temple City | CA | 03/2013 | Present |
| Jpmorgan Chase Bank, N.A. | Temple City | CA | 01/2016 | Present |
| In-Home Supportive Services (Ihss) | Monterey Park | CA | 10/2024 | Present |
Entity Name: IN-HOME SUPPORTIVE SERVICES (IHSS) Investment related: No "Address: IHSS Region II - El Monte - 74 588 Atlas Ave., Monterey Park, CA 91755 https://www.cdss.ca.gov/in-home-supportive-services" Nature of the other business: Assisted Living Position/Title/Relationship: Employee/Contractor Start Date: 10/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: IHSS is a government agency that provides in-home assistance to eligible disabled individuals as an alternative to out-of-home care and enables recipients to remain safely in their own homes. My responsibility is to assist my family member in home. Job is completely different to my JPMC role, and there is no connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-12 |
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