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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-06 |
| TX | RA | APPROVED | 2024-09-06 |
Branch Locations
2931 Townsgate Road, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westlake Village | CA | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Westlake Village | CA | 07/2024 | Present |
| Brad Wilson For U.S. Senate | South Jordan | UT | 09/2023 | 06/2024 |
| Jpmorgan Chase Bank | Westlake Village | CA | 06/2023 | 08/2023 |
| Rock House Financial | Farmington | UT | 06/2022 | 06/2023 |
| Crewe Advisors | Salt Lake City | UT | 01/2022 | 04/2022 |
| Cache Valley Bank | Logan | UT | 02/2021 | 01/2022 |
| Lumio | Fresno | CA | 06/2021 | 08/2021 |
| Enviroguard Pest Control | Austin | TX | 01/2020 | 09/2020 |
| True Choice Agency | Farmington | UT | 10/2019 | 02/2020 |
| Tenney's Pizza | Saratoga Springs | UT | 07/2015 | 07/2017 |
| Utah State University | Logan | UT | 08/2019 | 12/2023 |
| Unemployed | Busan | 08/2017 | 07/2019 | |
| Leland | Winnetka | CA | 07/2025 | Present |
Entity Name: Leland Investment related: No Address: joinleland.com Nature of the other business: Career Coach Position/Title/Relationship: Owner/Partner Start Date: 07/09/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Coaching people, help with their resume or tips for interviews. Entity Name: South Pacific Islander Organization Investment related: Yes "Address: 99 Almaden Blvd, Suite 600, San Jose, CA 95113 https://www.southpacificislander.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Not similar and no connection to JPMC. Assist Pacific Islanders navigate higher education."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-06 |
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