Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-01
TX RA APPROVED 2025-11-26
  • FL RA
    APPROVED
    Since 2025-12-01
  • TX RA
    APPROVED
    Since 2025-11-26

Branch Locations

20855 Stone Oak Pkwy, San Antonio, TX 78258 • United States

7255 Baymeadows Way Floor 3, Jacksonville, FL 32256 • 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 Jacksonville FL 10/2025 Present
Jpmorgan Chase Bank, N.A. Jacksonville FL 10/2025 Present
Fidelity Investments Jacksonville FL 09/2021 10/2025
Bold City Brewery Jacksonville FL 01/2020 10/2021
Rue Saint-Marc Jacksonville FL 06/2019 12/2019
The Brick Restaurant Jacksonville FL 05/2016 06/2019
  • 10/2025 → Present
    Jacksonville, FL
  • 10/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Jacksonville, FL
  • 09/2021 → 10/2025
    Fidelity Investments
    Jacksonville, FL
  • 01/2020 → 10/2021
    Bold City Brewery
    Jacksonville, FL
  • 06/2019 → 12/2019
    Rue Saint-Marc
    Jacksonville, FL
  • 05/2016 → 06/2019
    The Brick Restaurant
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-26
S63 Uniform Securities Agent State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2025-11-26
  • S63 Uniform Securities Agent State Law Examination
    2022-02-07
Other Names
  • Jack Daniel Putnam
  • Jack D. Putnam

View on SEC IAPD

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor