Best Investors Account Sign in

Karen Meza

J.P. Morgan Securities LLC

New York, NY

CRD 7597095

Claim This Profile
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

AuthorityCategoryStatusDate
NY RA APPROVED 2022-08-31
TX RA APPROVED 2022-08-31
  • NY RA
    APPROVED
    Since 2022-08-31
  • TX RA
    APPROVED
    Since 2022-08-31

Branch Locations

277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • 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
Jp Morgan Chase Bank, N.A. New York NY 07/2022 Present
Jp Morgan Securities, Llc New York NY 07/2022 Present
Jp Morgan Chase Bank, N.A. New York NY 06/2021 08/2021
Boston College Human Resources Dept Chestnut Hill MA 10/2019 04/2020
Cole Haan Miami FL 06/2019 09/2019
Unemployed Miami FL 07/2012 05/2019
Unemployed Chestnut Hill MA 05/2020 05/2021
Unemployed Chestnut Hill MA 09/2021 06/2022
  • 07/2022 → Present
    Jp Morgan Chase Bank, N.A.
    New York, NY
  • 07/2022 → Present
    Jp Morgan Securities, Llc
    New York, NY
  • 06/2021 → 08/2021
    Jp Morgan Chase Bank, N.A.
    New York, NY
  • 10/2019 → 04/2020
    Boston College Human Resources Dept
    Chestnut Hill, MA
  • 06/2019 → 09/2019
    Cole Haan
    Miami, FL
  • 07/2012 → 05/2019
    Unemployed
    Miami, FL
  • 05/2020 → 05/2021
    Unemployed
    Chestnut Hill, MA
  • 09/2021 → 06/2022
    Unemployed
    Chestnut Hill, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-31
  • S66 Uniform Combined State Law Examination
    2022-08-31
Other Names
  • Karen Meza
  • Karen Eliana Meza

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor