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Trista Hope Click

J.P. Morgan Securities LLC

El Dorado Hills, CA

El Dorado Hills, CA

Grass Valley, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-17
CA RA APPROVED 2025-11-13
  • TX RA
    APPROVED
    Since 2026-04-17
  • CA RA
    APPROVED
    Since 2025-11-13

Branch Locations

2215 Francisco Dr, Ste 110, El Dorado Hills, CA 95762 • United States

4363 Town Center Blvd, Ste 112, El Dorado Hills, CA 95762 • United States

205 S. Church Street, Grass Valley, CA 95945 • 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
J.P. Morgan Securities Llc Placerville CA 03/2014 04/2017
Jpmorgan Chase Bank, N.A. Roseville CA 04/2012 Present
J.P. Morgan Securities Llc Roseville CA 06/2025 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-12
S63 Uniform Securities Agent State Law Examination 2014-07-02
  • S66 Uniform Combined State Law Examination
    2025-11-12
  • S63 Uniform Securities Agent State Law Examination
    2014-07-02
Other Names
  • Trista Hope Click
  • Trista Hope Tejeda
  • Trista Click
  • Trista Clickkeating
  • Trista Martinez
  • Trista Tejeda
  • Trista Hope Martinez

View on SEC IAPD

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GOLDENSTONE WEALTH MANAGEMENT · EL DORADO HILLS, CA
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