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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-02-06
  • IL RA
    APPROVED
    Since 2025-02-06

Branch Locations

277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States

10 South Dearborn, Chicago, IL 60603 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 04/2013 02/2017
Bank Of America, N.A. Northbrook IL 04/2013 02/2017
Ubs Financial Services Inc. Northbrook IL 02/2017 07/2018
Ubs Bank Usa/Uba Wm Chicago IL 02/2017 08/2018
Rbc Capital Markets, Llc Chicago IL 10/2018 05/2019
City National Bank Chicago IL 10/2018 05/2019
Morgan Stanley Private Bank Chicago IL 06/2019 07/2023
Jpmorgan Chase Bank, N.A. Chicago IL 11/2024 Present
J.P. Morgan Securities Llc Chicago IL 11/2024 Present
Morgan Stanley Chicago IL 06/2019 07/2023
Cibc Bancorp Usa Chicago IL 11/2023 11/2024
Rbc Wealth Management/Rbc Chicago IL 10/2018 05/2019
Unemployed Chicago IL 09/2018 09/2018
Unemployed Chicago IL 08/2023 10/2023
  • 04/2013 → 02/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Northbrook, IL
  • 04/2013 → 02/2017
    Bank Of America, N.A.
    Northbrook, IL
  • 02/2017 → 07/2018
    Ubs Financial Services Inc.
    Northbrook, IL
  • 02/2017 → 08/2018
    Ubs Bank Usa/Uba Wm
    Chicago, IL
  • 10/2018 → 05/2019
    Rbc Capital Markets, Llc
    Chicago, IL
  • 10/2018 → 05/2019
    City National Bank
    Chicago, IL
  • 06/2019 → 07/2023
    Morgan Stanley Private Bank
    Chicago, IL
  • 11/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 11/2024 → Present
    Chicago, IL
  • 06/2019 → 07/2023
    Morgan Stanley
    Chicago, IL
  • 11/2023 → 11/2024
    Cibc Bancorp Usa
    Chicago, IL
  • 10/2018 → 05/2019
    Rbc Wealth Management/Rbc
    Chicago, IL
  • 09/2018 → 09/2018
    Unemployed
    Chicago, IL
  • 08/2023 → 10/2023
    Unemployed
    Chicago, IL
Other Businesses

I own a rental property at 1030 N State Street, Unit 27C, Chicago, IL 60610. It's owned in my personal name. I've been renting it since February 2024. I devote a couple of hours per month to this activity, after business hours or on week-ends. My duties include checking on the apartment periodically to make sure everything is in good working order Investment Related - Yes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-10
S63 Uniform Securities Agent State Law Examination 2013-05-29
  • S65 Uniform Investment Adviser Law Examination
    2025-01-10
  • S63 Uniform Securities Agent State Law Examination
    2013-05-29
Other Names
  • Irene Khait
  • Irene Shanov

View on SEC IAPD

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