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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-10-03
TX RA APPROVED 2022-09-29
  • GA RA
    APPROVED
    Since 2022-10-03
  • TX RA
    APPROVED
    Since 2022-09-29

Branch Locations

3424 Peachtree Road Ne Floor 17 & 18, Atlanta, GA 30326 • 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
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
  • 07/2022 → Present
    Atlanta, GA
  • 06/2018 → 07/2022
    Oxley Asset Management Llc
    Bradenton, FL
  • 06/2021 → 08/2021
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 08/2020 → 12/2020
    Hive Industries
    Spring, TX
  • 01/2020 → 07/2020
    Ballast Point Ventures
    Tampa, FL
  • 05/2018 → 12/2018
    Fairway Funding Group
    Lakewood Ranch, FL
  • 01/2016 → 05/2018
    Lakewood Ranch Highschool
    Bradenton, FL
  • 01/2019 → 05/2020
    University Of South Florida
    Tampa, FL
  • 07/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-29
  • S66 Uniform Combined State Law Examination
    2022-09-29

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