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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-21 |
| TX | RA | APPROVED_RES | 2022-09-21 |
Branch Locations
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 | New York | NY | 08/2013 | 11/2016 |
| Jpmorgan Chase Bank Na | New York | NY | 06/2013 | 11/2016 |
| Hsbc Bank, Na | Miami | FL | 01/2018 | 08/2022 |
| Jpmorgan Chase Bank, Na | Palm Beach | FL | 08/2022 | Present |
| Jpmorgan Securities Llc | Palm Beach | FL | 08/2022 | Present |
| Unemployed | Boca Raton | FL | 12/2016 | 12/2017 |
| Kalon Advisory Group | Wellington | FL | 05/2026 | Present |
Entity Name: Kalon Advisory Group Investment related: No Address: Private Residence Nature of the other business: Technology Consulting Position/Title/Relationship: Owner/Partner Start Date: 05/18/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Personal investment and partial ownership marketing and technology consulting/advisory business. Primary investor. No day to day responsibility. No overlap, similarity or connection to role at JP Morgan.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-16 |
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