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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| ID | RA | APPROVED | 2020-09-17 |
| PA | RA | APPROVED | 2019-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 08/2019 | 10/2020 |
| J.P. Morgan Securities, Llc | Philadelphia | PA | 08/2019 | 10/2020 |
| Wells Fargo Bank Na | Philadelphia | PA | 09/2014 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 09/2014 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Eagle | ID | 04/2023 | Present |
| J.P. Morgan Securities Llc | Eagle | ID | 04/2023 | Present |
| J.P. Morgan Securities, Llc | Eagle | ID | 10/2020 | 03/2023 |
| Jpmorgan Chase Bank, N.A. | Eagle | ID | 10/2020 | 03/2023 |
| Compass Public Charter School | Meridian | ID | 05/2024 | 03/2026 |
| Rocky Mountain High School | Meridian | ID | 04/2026 | Present |
Entity Name: Rocky Mountain High School Investment related: No Address: 5450 N Linder Rd, Meridian, ID 83646 Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 04/14/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: High School Assistant Boys Varsity Basketball Coach, I will assist the varsity basketball coach with developing and coaching the varsity basketball team. Entity Name: SOMERSET FARMS HOMEOWNERS ASSOCIATION, INC Investment related: Yes Address: PO BOX 652 EAGLE, ID 83616 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/02/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the treasurer of my HOA. There is no connection to JP Morgan Chase.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-20 |
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