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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-08 |
| NJ | RA | APPROVED | 2022-08-12 |
Branch Locations
530 Myrtle Avenue, Boonton, NJ 07005 • United States
599 Speedwell Ave, Morris Plains, NJ 07950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Morris Plains | NJ | 02/2019 | Present |
| Jpmorgan Chase Bank, N.A. | Morris Plains | NJ | 05/2018 | Present |
| Columbia Bank | Pompton Plains | NJ | 04/2012 | 05/2018 |
| Bloomingdales | Wayne | NJ | 03/2015 | 07/2017 |
| Cetera Investment Services Llc | Franklin Lakes | NJ | 07/2017 | 01/2018 |
| Trans Solutions, Llc. | Paterson | NJ | 09/2020 | Present |
| Ufs Logistics Llc | Paterson | NJ | 06/2023 | Present |
Entity Name: UFS Logistics LLC Investment related: No Address: Paterson, NJ 07502 Nature of the other business: Freight Trucking Position/Title/Relationship: Owner/Partner Start Date: 06/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner. Business is a local general freight trucking company. No similarities or connection to JPMC. Responsibilities include providing funding with my own savings and securing financing for business operations and working capital through SBA business loan. Company will not support financial industry or financial services sector. Any hours spent working on this business will be outside of JPM working hours. ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: TRANS SOLUTIONS, LLC. POSITION: CONSULTANT START DATE: 9/1/2020 ADDRESS: 22 Rossiter Ave Paterson, NJ 07502 DETAILS: LONG HAUL FREIGHT TRUCKING. ASSISTING WITH QUESTIONS ON FINANCES OF BUSINESS. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 10 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-28 |
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