Edoardo Bassi

Current Employers

Employment History

• 06/2017 → 08/2017
  Franklin Templeton Investments
  Rancho Cordova, CA
• 08/2015 → 05/2018
  Csu Chico Business Success Center
  Chico, CA
• 07/2018 → 09/2018
  Burleson & Company Wealth Management
  Petaluma, CA
• 10/2018 → 03/2019
  Transcendent Solutions
  Berkeley, CA
• 01/2019 → 01/2020
  Thompson Investment Associates Llc
  Novato, CA
• 01/2020 → 01/2022
  J.P. Morgan Chase Bank, N.A.
  Novato, CA
• 03/2019 → 01/2020
  Young's Market Company
  Petaluma, CA
• 01/2019 → 12/2021
  Doordash
  San Rafael, CA
• 09/2018 → 11/2018
  Fourth & Sea Restaurant
  Petaluma, CA
• 06/2018 → 06/2018
  Unemployed
  Petaluma, CA
• 01/2022 → 04/2025
  Citigroup
  San Francisco, CA
• 01/2020 → 01/2022
  Jp Morgan Securities Llc
  Novato, CA
• 12/2023 → Present
  U.s. Air Force
  Beale Afb, CA
• 08/2022 → 12/2023
  Marriott International
  Novato, CA
• 04/2025 → Present
  J.P. Morgan Securities Llc
  Citrus Heights, CA
• 04/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Citrus Heights, CA

Previous Registrations

• 2022-02-22 → 2025-04-29
  Citigroup Global Markets Inc.
  San Francisco, CA
  Los Angeles, CA
  Sacramento, CA
  Sacramento, CA
• 2020-02-21 → 2022-01-19
  J.P. Morgan Securities Llc
  Novato, CA
• 2019-03-15 → 2020-01-03
  Thompson Investment Associates Llc
  Novato, CA
• 2018-08-30 → 2018-09-10
  Burleson & Company, Llc
  Petaluma, CA

Other Businesses

the name of the other business: US AIR FORCE RESERVE whether the business is investment-related: Not Investment-related the address of the other business: 19395 Edison Ave, Beale AFB, CA 95903 the nature of the other business: Military Branch of the U.S. Department of Defense your position: Personnel Specialist title, or relationship with the other business: Senior Airman the start date of your relationship: 12/8/2023 the approximate number of hours/month you devote to the other business: 11-20 hours are devoted each month outside of securities trading hours the number of hours you devote to the other business during securities trading hours: 1-5 hours are devoted each month during securities trading hours and briefly describe your duties relating to the other business: human resources administrative functions. Overseeing duty status changes, leave programs, casualty assistance, official documents filing, retention programs, performance reviews.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-03-10
• S65 Uniform Investment Adviser Law Examination
  2017-03-29

Other Names

• Eddie Maria Bassi
• Eddy Maria Bassi
• Edoardo Maria Bassi
• Edoardo Bassi