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Julia Brooke Garfinkle

J.P. Morgan Securities LLC

New York, NY

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-05-05
TX RA APPROVED 2023-05-05
  • NY RA
    APPROVED
    Since 2023-05-05
  • TX RA
    APPROVED
    Since 2023-05-05

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • 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 Na New York NY 06/2020 Present
Jpmorgan Securities Llc New York NY 06/2020 Present
Jpmorgan Chase New Orleans LA 05/2019 08/2019
Tripadvisor Needham MA 06/2018 08/2018
Financial Compass Group Wellesley MA 06/2017 08/2017
Lifetime Fitness Westwood MA 05/2015 09/2016
Tulane University New Orleans LA 08/2016 12/2019
New Caps Llc New Orleans LA 03/2019 04/2019
Unemployed Sharon MA 12/2019 06/2020
  • 06/2020 → Present
    Jpmorgan Chase Bank Na
    New York, NY
  • 06/2020 → Present
    Jpmorgan Securities Llc
    New York, NY
  • 05/2019 → 08/2019
    Jpmorgan Chase
    New Orleans, LA
  • 06/2018 → 08/2018
    Tripadvisor
    Needham, MA
  • 06/2017 → 08/2017
    Financial Compass Group
    Wellesley, MA
  • 05/2015 → 09/2016
    Lifetime Fitness
    Westwood, MA
  • 08/2016 → 12/2019
    Tulane University
    New Orleans, LA
  • 03/2019 → 04/2019
    New Caps Llc
    New Orleans, LA
  • 12/2019 → 06/2020
    Unemployed
    Sharon, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-05
S63 Uniform Securities Agent State Law Examination 2020-08-21
  • S65 Uniform Investment Adviser Law Examination
    2023-05-05
  • S63 Uniform Securities Agent State Law Examination
    2020-08-21
Other Names
  • Jewels Garfinkle

View on SEC IAPD

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