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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-01 |
| NC | RA | APPROVED | 2015-04-14 |
| LA | RA | APPROVED | 2015-04-09 |
| OH | RA | APPROVED | 2013-05-03 |
| FL | RA | APPROVED | 2013-01-15 |
| TX | RA | APPROVED_RES | 2013-01-14 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Palm Beach | FL | 01/2013 | Present |
| Jpmorgan Chase Bank Na | Palm Beach | FL | 01/2013 | Present |
Entity Name: Boys and Girls clubs of Palm Beach County Investment related: No Address: 800 west palm beach fl Nature of the other business: Help disadvantaged youth in clubhouses in Palm Beach County. Position/Title/Relationship: Director Start Date: 14-Nov-2013 Approximate # of hours a month: 1-2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Executive board member. In the process of building a new facility, discuss and determine recommendations of investments for unrestricted funds to be managed for the long term. Effective 6/15/2018 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-23 |
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