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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-10-03 |
| TX | RA | APPROVED | 2022-09-29 |
Branch Locations
3424 Peachtree Road Ne Floor 17 & 18, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Atlanta | GA | 07/2022 | Present |
| Oxley Asset Management Llc | Bradenton | FL | 06/2018 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 06/2021 | 08/2021 |
| Hive Industries | Spring | TX | 08/2020 | 12/2020 |
| Ballast Point Ventures | Tampa | FL | 01/2020 | 07/2020 |
| Fairway Funding Group | Lakewood Ranch | FL | 05/2018 | 12/2018 |
| Lakewood Ranch Highschool | Bradenton | FL | 01/2016 | 05/2018 |
| University Of South Florida | Tampa | FL | 01/2019 | 05/2020 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 07/2022 | Present |
Entity Name: FPA of Georgia Investment related: No Address: Financial Planning Association HQ address:1290 Broadway Suite 1625 Denver, CO 80203 FPA of Georgia NextGen Site: https://www.financialplanningassociation.org/networking/fpa-nexgen/leadership Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/09/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This role is not connection with JPMorganChase and is outlined as followed. As a committee member on the FPA of Georgia NextGen & DEI committee, I will be responsible for: Meet quarterly throughout the year with a few additional meetings as needed. Help plan and execute two key events (one in the spring (June) and one in the fall). Support initiatives that promote diversity, equity, inclusion, and engagement among financial planning professionals in Georgia. Effective 7/11/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-29 |
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