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Grant Goldstein

J.P. Morgan Securities LLC

Woodland Hills, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-10
TX RA APPROVED 2024-12-10
  • CA RA
    APPROVED
    Since 2024-12-10
  • TX RA
    APPROVED
    Since 2024-12-10

Branch Locations

20900 Ventura Blvd, Woodland Hills, CA 91364 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Simi Valley CA 01/2023 12/2024
California Polytechnic State University San Luis Obispo CA 09/2019 12/2022
Slo Life Company, Llc San Luis Obispo CA 01/2021 05/2021
One Capital Management Westlake Village CA 06/2022 09/2022
Unemployed Agoura Hills CA 12/2014 08/2019
Bank Of America, N.A. Simi Valley CA 01/2023 12/2024
Jpmorgan Chase Bank, N.A. West Hills CA 12/2024 Present
J.P. Morgan Securities Llc West Hills CA 12/2024 Present
  • 01/2023 → 12/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Simi Valley, CA
  • 09/2019 → 12/2022
    California Polytechnic State University
    San Luis Obispo, CA
  • 01/2021 → 05/2021
    Slo Life Company, Llc
    San Luis Obispo, CA
  • 06/2022 → 09/2022
    One Capital Management
    Westlake Village, CA
  • 12/2014 → 08/2019
    Unemployed
    Agoura Hills, CA
  • 01/2023 → 12/2024
    Bank Of America, N.A.
    Simi Valley, CA
  • 12/2024 → Present
    Jpmorgan Chase Bank, N.A.
    West Hills, CA
  • 12/2024 → Present
    J.P. Morgan Securities Llc
    West Hills, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-25
  • S66 Uniform Combined State Law Examination
    2023-04-25
Other Names
  • Grant Goldstein
  • Grant E Goldstein

View on SEC IAPD

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Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

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