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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-30
TX RA APPROVED 2026-01-30
  • MI RA
    APPROVED
    Since 2026-01-30
  • TX RA
    APPROVED
    Since 2026-01-30

Branch Locations

480 Pierce St Floor 02, Birmingham, MI 48009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Birmingham MI 01/2026 Present
J.P. Morgan Securities Llc Birmingham MI 01/2026 Present
Victory Capital Management San Antonio TX 04/2022 12/2025
Schechter Investment Advisors Birmingham MI 04/2020 03/2022
Hunt Capital Management Llc Grosse Pointe Shores MI 04/2017 04/2020
Neuberger Berman Group Llc New York NY 10/2016 03/2017
Unemployed New York NY 09/2016 09/2016
  • 01/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Birmingham, MI
  • 01/2026 → Present
    Birmingham, MI
  • 04/2022 → 12/2025
    Victory Capital Management
    San Antonio, TX
  • 04/2020 → 03/2022
    Schechter Investment Advisors
    Birmingham, MI
  • 04/2017 → 04/2020
    Hunt Capital Management Llc
    Grosse Pointe Shores, MI
  • 10/2016 → 03/2017
    Neuberger Berman Group Llc
    New York, NY
  • 09/2016 → 09/2016
    Unemployed
    New York, NY
Previous Registrations
  • 2021-01-16 → 2022-03-10
    Schechter Investment Advisors, Llc
    Birmingham, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-08
S65 Uniform Investment Adviser Law Examination 2021-01-15
  • S66 Uniform Combined State Law Examination
    2025-12-08
  • S65 Uniform Investment Adviser Law Examination
    2021-01-15

View on SEC IAPD

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