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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-29 |
| TX | RA | APPROVED | 2025-07-28 |
Branch Locations
1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Miami | FL | 05/2017 | Present |
| J.P. Morgan Securities Llc | Miami | FL | 05/2017 | Present |
| Citibank N.A. | Tampa | FL | 01/2015 | 05/2017 |
| J&Lg Re Invest Management Llc | Miami | FL | 09/2025 | Present |
Entity Name: J&LG RE INVEST MANAGEMENT LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/30/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: to manage my own real estate properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-25 |
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