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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-18
WA RA APPROVED 2024-05-16
  • TX RA
    APPROVED
    Since 2026-03-18
  • WA RA
    APPROVED
    Since 2024-05-16

Branch Locations

2902 164Th St Sw, Bldg A, Lynnwood,, WA 98087 • United States

4001 Alderwood Mall Blvd., Lynnwood, WA 98036 • 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
Jpmorgan Chase Bank, N.A. Edmonds WA 01/2022 06/2024
J.P. Morgan Securities Llc Edmonds WA 01/2022 06/2024
Travis Credit Union Vacaville CA 11/2018 12/2021
Bank Of America Folsom CA 05/2015 11/2018
Jp Morgan Chase Bank, N.A. Lynnwood WA 06/2024 Present
J.P. Morgan Securities Llc Lynnwood WA 06/2024 Present
  • 01/2022 → 06/2024
    Jpmorgan Chase Bank, N.A.
    Edmonds, WA
  • 01/2022 → 06/2024
    Edmonds, WA
  • 11/2018 → 12/2021
    Travis Credit Union
    Vacaville, CA
  • 05/2015 → 11/2018
    Bank Of America
    Folsom, CA
  • 06/2024 → Present
    Jp Morgan Chase Bank, N.A.
    Lynnwood, WA
  • 06/2024 → Present
    Lynnwood, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-16
S63 Uniform Securities Agent State Law Examination 2022-05-19
  • S66 Uniform Combined State Law Examination
    2024-05-16
  • S63 Uniform Securities Agent State Law Examination
    2022-05-19
Other Names
  • Kyle C Montano

View on SEC IAPD

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