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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-09 |
| WI | RA | APPROVED | 2024-03-09 |
Branch Locations
111 E Wisconsin Ave Floor 22, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | Milwaukee | WI | 05/2010 | Present |
| Jpmorgan Chase Bank | Milwaukee | WI | 05/2010 | Present |
Entity Name: Jewish Family Services of Milwaukee Investment related: Yes Address: 1300 N Jackson St, Milwaukee, WI 53202 https://www.jfsmilw.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Today, we offer quality community-based programs that improve the health, personal well-being, and level of independence of thousands of persons with intellectual and developmental disabilities, physical disabilities, age related disabilities, and chronic mental illness. These services are fully accessible and are provided regardless of someone's health insurance status, household income or ability to pay. The have asked me to become treasurer for a term of 2 years. Entity Name: Milwaukee Jewish Federation Investment related: Yes "Address: 1360 N Prospect Ave Milwaukee, WI 53202" Nature of the other business: Committee Member Position/Title/Relationship: Employee/Contractor Start Date: 03/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Through the development of community-wide financial support, planning and allocations, the mission of the Milwaukee Jewish Federation is to ensure the continuity of the Jewish people, to enhance the quality of Jewish life and to build a strong unified Jewish community in Milwaukee, in Israel and throughout the world. I have been asked to join the investment committee for MJF. The meetings are quarterly and we get an overview from their external investment advisor."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-09 |
| S66 | Uniform Combined State Law Examination | 2009-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-03 |
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