Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-08-24
NY RA APPROVED 2021-06-03
  • TX RA
    APPROVED_RES
    Since 2024-08-24
  • NY RA
    APPROVED
    Since 2021-06-03

Branch Locations

409 Tarrytown Rd, White Plains,, NY 10607 • United States

353 N Central Ave, Hartsdale, NY 10530 • 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
State University Of New York At New Paltz New Paltz NY 08/2012 12/2016
P&G's New Paltz NY 08/2016 12/2016
John Jay Hight School-East Fishill Hopewell Junction NY 01/2017 05/2017
Unemployed Hopewell Junction NY 06/2017 07/2017
Axa Advisors, Llc. New York NY 08/2017 11/2018
Ameriprise Financial Services, Inc New York NY 11/2018 04/2021
J.P. Morgan Securities Llc White Plains NY 05/2021 Present
Jp Morgan Chase Bank, N.A. White Plains NY 05/2021 Present
Iron Birch Advisors New York NY 12/2018 04/2021
Axa Advisors New York NY 01/2018 11/2018
  • 08/2012 → 12/2016
    State University Of New York At New Paltz
    New Paltz, NY
  • 08/2016 → 12/2016
    P&G's
    New Paltz, NY
  • 01/2017 → 05/2017
    John Jay Hight School-East Fishill
    Hopewell Junction, NY
  • 06/2017 → 07/2017
    Unemployed
    Hopewell Junction, NY
  • 08/2017 → 11/2018
    Axa Advisors, Llc.
    New York, NY
  • 11/2018 → 04/2021
    Ameriprise Financial Services, Inc
    New York, NY
  • 05/2021 → Present
    White Plains, NY
  • 05/2021 → Present
    Jp Morgan Chase Bank, N.A.
    White Plains, NY
  • 12/2018 → 04/2021
    Iron Birch Advisors
    New York, NY
  • 01/2018 → 11/2018
    Axa Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-28
S63 Uniform Securities Agent State Law Examination 2018-04-14
  • S66 Uniform Combined State Law Examination
    2021-05-28
  • S63 Uniform Securities Agent State Law Examination
    2018-04-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in White Plains,, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor