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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-21
  • CA RA
    APPROVED
    Since 2026-07-21

Branch Locations

1077 E Brokaw Rd, San Jose, CA 95131 • 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 San Jose CA 07/2026 Present
Jpmorgan Chase Bank, N.A. San Jose CA 07/2026 Present
Wells Fargo Salinas CA 09/2008 07/2026
My Coco Inc Greenfield CA 03/2015 12/2018
  • 07/2026 → Present
    San Jose, CA
  • 07/2026 → Present
    Jpmorgan Chase Bank, N.A.
    San Jose, CA
  • 09/2008 → 07/2026
    Wells Fargo
    Salinas, CA
  • 03/2015 → 12/2018
    My Coco Inc
    Greenfield, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-09
S63 Uniform Securities Agent State Law Examination 2015-02-18
  • S65 Uniform Investment Adviser Law Examination
    2021-03-09
  • S63 Uniform Securities Agent State Law Examination
    2015-02-18

View on SEC IAPD

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