Catesby Ware Palmer

Current Employers

Employment History

• 01/2011 → 11/2020
  Fiduciary Invmnt Mgmt Intl Inc
  Washington, DC
• 01/2021 → Present
  Jpmorgan Chase Bank Na
  Washington, DC
• 01/2021 → Present
  Jpmorgan Securities Llc
  Washington, DC
• 12/2020 → 12/2020
  Unemployed
  Arlington, VA

Previous Registrations

• 2009-11-23 → 2011-01-14
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Falls Church, VA

Other Businesses

Entity Name: Northern Virginia Estate Planning Council Investment related: No "Address: Northern Virginia Estate Planning Council 3337 Duke Street, Alexandria, VA 22314 P: 703-370-7435, x700 l F: 703-342-4311 l www.nvepc.org " Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/25/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Northern Virginia Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning. The NVEPC strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, Planned Giving Officer for a Non-Profit, and any other party or parties having to do with estate planning, and to encourage cooperation. Entity Name: VHC Health Investment related: No "Address: 1701 N. George Mason Drive, Arlington, VA 22205 https://www.vhchealth.org/" Nature of the other business: Non Profit Position/Title/Relationship: Board Member Start Date: 01/04/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: VHC Health is a not for profit hospital system based in Arlington, VA. I have been asked to consider joining the system board of directors. Entity Name: Ravensfield Trust Investment related: No "Address: The Corporate Trustee is: Equiom PO Box 175, Frances House, Sir William Place St Peter Port, Guernsey, GY1 4HQ" Nature of the other business: Trust Position/Title/Relationship: Owner/Partner Start Date: 12/18/2015 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A grantor trust. I am a trustee along with the grantor's brother and the corporate trustee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-20
• S63 Uniform Securities Agent State Law Examination
  2021-02-04
• S66 Uniform Combined State Law Examination
  2009-11-20

Other Names

• Ware Palmer
• Catesby Ware Palmer