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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-11-16
  • MI RA
    APPROVED
    Since 2021-11-16

Branch Locations

1001 Robbins Road, Grand Haven, MI 49417 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Red Stratagem Llc East Lansing MI 05/2026 Present
J.P. Morgan Securities Llc Jenison MI 09/2014 07/2017
Jpmorgan Chase Bank, N.A. Jenison MI 09/2014 06/2021
J.P. Morgan Securities Llc Grand Haven MI 06/2021 Present
Jpmorgan Chase Bank, N.A. Grand Haven MI 06/2021 Present
  • 05/2026 → Present
    Red Stratagem Llc
    East Lansing, MI
  • 09/2014 → 07/2017
    Jenison, MI
  • 09/2014 → 06/2021
    Jpmorgan Chase Bank, N.A.
    Jenison, MI
  • 06/2021 → Present
    Grand Haven, MI
  • 06/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Grand Haven, MI
Other Businesses

Entity Name: Red Stratagem LLC Investment related: No "Address: 724 Abbot Rd East Lansing, MI 48823" Nature of the other business: Consulting Position/Title/Relationship: Owner/Partner Start Date: 05/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Red Stratagem LLC is a political consulting firm providing strategic advice on campaigns, messaging, and voter engagement. This activity is unrelated to my role at JPMorgan and does not involve financial advisory and/or investment management services. There is no connection to JPMorgan. Entity Name: Ottawa County Economic Development Corporation & Brownfield Redevelopment Authority Investment related: No "Address: 12220 Fillmore Street West Olive, MI 49460 www.miottawa.org/" Nature of the other business: Government Position/Title/Relationship: Board Member Start Date: 01/16/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Ottawa County Economic Development Corporation and Ottawa County Brownfield Redevelopment Authority are responsible for alleviating and preventing conditions of unemployment and assisting and retaining local industries and commercial enterprises in Ottawa County. This board is authorized by state statute Act 338 and the Authority is authorized by state statute Act 381. It is comprised of nine members that are appointed by the County Board of Commissioners.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-01
S63 Uniform Securities Agent State Law Examination 2014-11-05
  • S66 Uniform Combined State Law Examination
    2021-11-01
  • S63 Uniform Securities Agent State Law Examination
    2014-11-05

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