Michael Jesus Pena

Current Employers

Employment History

• 07/2016 → Present
  J.P. Morgan Chase Bank Na
  Miami, FL
• 07/2016 → Present
  J.P. Morgan Securities Llc
  Miami, FL

Other Businesses

Entity Name: Long term rental investment property Investment related: No "Address: 1730 Twin Brooks Dr, Marietta, GA 30067: Purchased December 2021, Tenant in Place Jan 2022 (run by property manager OneSourceRE based in Atlanta) ; 143 Lakestone Ct, Marietta, GA 30066: Purchased April 2022 , Tenant in Place May 2022 (run by property manager OneSourceRE based in Atlanta) ; 3494 Lee Ct NW, Kennesaw, GA 30144: Pending Close August 2023 , Tenant estimated in Place September 2023 (run by property manager OneSourceRE based in Atlanta)." Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/23/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I own two long-term tenant rental investment properties and am under contract for a third (3494 Lee Ct) to close August 23, 2023. Per PAD policy for outside business interest, as a regulated individual, owning three or more residential rentals or investment properties (excluding your primary residence) requires preclearance even when held individually. All of these units are owned in personal name, not an LLC . All of these units are run by a property manager and my involvement is minimal.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-30
• S63 Uniform Securities Agent State Law Examination
  2016-09-27

Other Names

• Michael Pena