Hope Nasimiyu Bolich

J.P. Morgan Securities LLC

Walnut Creek, CA

CRD 7464633

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

J.P. Morgan Securities Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-10

CA RA
APPROVED

Since 2025-11-10

Branch Locations

2097 Salvio St, Concord, CA 94520 • United States

1510 Palos Verdes Mall, Ste A, Walnut Creek, CA 94597 • 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

Organization	City	State	From	To
Jpmorgan Chase Bank, N.A.	Walnut Creek	CA	03/2020	Present
J.P. Morgan Securities Llc	Walnut Creek	CA	10/2021	Present
Tjmaxx	Alameda	CA	10/2016	02/2020
Burlington Coat Factory	Newark	CA	11/2013	10/2016

03/2020 → Present

Jpmorgan Chase Bank, N.A.

Walnut Creek, CA
10/2021 → Present

J.P. Morgan Securities Llc

Walnut Creek, CA
10/2016 → 02/2020

Tjmaxx

Alameda, CA
11/2013 → 10/2016

Burlington Coat Factory

Newark, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-22
S63	Uniform Securities Agent State Law Examination	2022-02-24

S66 Uniform Combined State Law Examination

2024-11-22
S63 Uniform Securities Agent State Law Examination

2022-02-24

Other Names

Hope Nasimiyu Bolich
Hope Bolich

View on SEC IAPD

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