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Jason Daniel Meshberg

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 2024-02-13
TX RA APPROVED 2024-02-13
  • NY RA
    APPROVED
    Since 2024-02-13
  • TX RA
    APPROVED
    Since 2024-02-13

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, N.A. New York NY 07/2019 Present
J.P. Morgan Securities Llc New York NY 07/2019 Present
Stifel Financial New York NY 06/2017 08/2017
J.P. Morgan Greenwich CT 05/2018 08/2018
University Of Colorado Boulder Boulder CO 08/2017 05/2018
University Of Colorado Boulder Boulder CO 08/2015 05/2017
University Of Colorado Boulder Boulder CO 08/2018 05/2019
Unemployed Chappaqua NY 06/2019 06/2019
  • 07/2019 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 07/2019 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 06/2017 → 08/2017
    Stifel Financial
    New York, NY
  • 05/2018 → 08/2018
    J.P. Morgan
    Greenwich, CT
  • 08/2017 → 05/2018
    University Of Colorado Boulder
    Boulder, CO
  • 08/2015 → 05/2017
    University Of Colorado Boulder
    Boulder, CO
  • 08/2018 → 05/2019
    University Of Colorado Boulder
    Boulder, CO
  • 06/2019 → 06/2019
    Unemployed
    Chappaqua, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-07
S63 Uniform Securities Agent State Law Examination 2019-10-07
  • S65 Uniform Investment Adviser Law Examination
    2024-02-07
  • S63 Uniform Securities Agent State Law Examination
    2019-10-07

View on SEC IAPD

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