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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-09-28 |
| TX | RA | APPROVED | 2022-09-28 |
Branch Locations
791 Elm St, Floor 2, Winnetka, IL 60093 • United States
10 S Dearborn St Floor 09, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Winnetka | IL | 08/2022 | Present |
| Jpmorgan Securities Llc | Winnetka | IL | 08/2022 | Present |
| Bmo Harris Bank Na | Chicago | IL | 07/2006 | 07/2022 |
Entity Name: Ravinia Festival Investment related: No Address: 201 Ravinia Park Road, Highland Park, 60035 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 12/07/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Ravinia is a non profit music festival and venue in Highland Park Illinois. I recently joined the board and will be part of the finance committee and potentially the women's board. JP Morgan sponsors the festival. Entity Name: Writers Theatre Investment related: No "Address: 325 Tudor Court in Glenoce, IL 60022 https://www.writerstheatre.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: WT is a regional theatre company. I have been elected Board Chair (was previously treasurer). There is no connection or similarity with my role at JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-28 |
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