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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 2024-05-22
CA RA APPROVED 2024-02-13
  • TX RA
    APPROVED
    Since 2024-05-22
  • CA RA
    APPROVED
    Since 2024-02-13

Branch Locations

1888 Century Park East, Los Angeles, CA 90067-1702 • United States

277 Park Ave, Floors 3 & 36, 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
First Republc Investment Management, Inc. Los Angeles CA 05/2022 07/2023
Bny Mellon Wealth Management Los Angeles CA 06/2016 05/2022
Jpmorgan Chase Bank, N.A. Los Angeles CA 07/2023 Present
J.P. Morgan Securities Llc Los Angeles CA 10/2023 Present
  • 05/2022 → 07/2023
    First Republc Investment Management, Inc.
    Los Angeles, CA
  • 06/2016 → 05/2022
    Bny Mellon Wealth Management
    Los Angeles, CA
  • 07/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Los Angeles, CA
  • 10/2023 → Present
    Los Angeles, CA
Previous Registrations
  • 2022-12-02 → 2025-03-21
    J.P. Morgan Private Wealth Advisors Llc
    Los Angeles, CA
Other Businesses

Entity Name: Growing Place Investment related: Yes "Address: 1802 4th Street Santa Monica, CA 90401https://www.growingplace.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Growing Place operates three preschool locations in Santa Monica CA. The also provide a number of educational and enrichment opportunities to early childcare teachers not employed by the school. These functions are not similar to my current role, although I may be asked to serve on a finance or investment committee. My understanding is that the organization was a banking client of First Republic. I do not know if they currently bank with JPMC or not. "

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-11-27
S65 Uniform Investment Adviser Law Examination 2022-12-02
  • S63 Uniform Securities Agent State Law Examination
    2023-11-27
  • S65 Uniform Investment Adviser Law Examination
    2022-12-02
Other Names
  • Jared Joseph Weinman
  • Jared J Weinman

View on SEC IAPD

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