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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 06/2026 | Present |
| Jaco Strategies Llc | San Antonio | TX | 04/2026 | Present |
| Frost | San Antonio | TX | 01/2024 | 06/2026 |
| Wells Fargo Bank, N.A | San Antonio | TX | 08/2022 | 12/2023 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 11/2021 | 08/2022 |
| J.P. Morgan Securities Llc | San Antonio | TX | 11/2021 | 08/2022 |
| Wells Fargo Bank, N.A | San Antonio | TX | 11/2018 | 10/2021 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 04/2017 | 10/2018 |
| Alorica Biz Solutions Llc | San Antonio | TX | 10/2012 | 04/2017 |
NAME OF OTHER BUSINESS:Jaco Strategies LLC IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,San Antonio,TX,78252,USA NATURE OF OTHER BUSINESS:Lawful business activity non-investment related YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2026-04-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:10 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Manage the company's records and finances. Create, publish, and market children's books and other intellectual property. Develop, own, license and protect patents, inventions, trademarks, copyrights, and other intangible assets. Acquire, hold, manage, lease or sell tangible property (including inherited assets). Oversee any future lawful business ventures that are not investment advisory or securities-related. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-06 |
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