Michael L Swift

Current Employers

Employment History

• 10/2007 → Present
  J.P. Morgan Securities Llc
  Palm Beach, FL
• 11/2016 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach, FL

Other Businesses

Entity Name: Weitzman National Museum of American Jewish History Investment related: No Address: 101 S Independence Mall E, Philadelphia, PA 19106 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/30/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: The Weitzman National Museum of American Jewish History provides educational programs and experiences that preserve, explore, and celebrate the history of Jews in America. I am Chair of the Investment Committee for the endowment. As Chair of the IC, I organize meetings that facilitate investment decisions that are made by the 7 person committee. I do not make unilateral decisions and I use my knowledge of capital markets as education for the IC to make decisions." Entity Name: Penn Charter Alumni Society Investment related: No Address: 3000 Philadelphia, PA Nature of the other business: To support the William Penn Charter School Position/Title/Relationship: Director, Officer Start Date: 31 Oct 2017 Approximate # of hours a month: 2 Approximate # of hours during securities hours: 0 Briefly describe your duties: Board and Chair of Finance Committee Entity Name: Penn Charter Alumni Society Investment related: No Address: 3000 Philadelphia, PA Nature of the other business: To support the William Penn Charter School. Position/Title/Relationship: Director Start Date: 31-May-2017 Approximate # of hours a month: 2 hours per month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Director, Finance Committee

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-29
• S63 Uniform Securities Agent State Law Examination
  2008-09-15

Other Names

• Michael Louis Swift