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Simeon Balev

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 2024-03-21
TX RA APPROVED 2024-03-21
  • NY RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED
    Since 2024-03-21

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
Ameriprise Financial Melville NY 05/2018 04/2019
Saint John'S University Jamaica NY 09/2015 05/2019
Jpmorgan Securities Llc New York NY 06/2019 06/2021
Jpmorgan Chase Bank Na New York NY 06/2019 06/2021
Northwestern Mutual Investment Services Llc Melville NY 12/2017 02/2018
Bst Ventures Llc New York NY 03/2021 06/2021
Morgan Stanley New York NY 07/2021 04/2023
Jpmorgan Chase Bank Na New York NY 05/2023 Present
Jpmorgan Securities Llc New York NY 05/2023 Present
  • 05/2018 → 04/2019
    Ameriprise Financial
    Melville, NY
  • 09/2015 → 05/2019
    Saint John'S University
    Jamaica, NY
  • 06/2019 → 06/2021
    Jpmorgan Securities Llc
    New York, NY
  • 06/2019 → 06/2021
    Jpmorgan Chase Bank Na
    New York, NY
  • 12/2017 → 02/2018
    Northwestern Mutual Investment Services Llc
    Melville, NY
  • 03/2021 → 06/2021
    Bst Ventures Llc
    New York, NY
  • 07/2021 → 04/2023
    Morgan Stanley
    New York, NY
  • 05/2023 → Present
    Jpmorgan Chase Bank Na
    New York, NY
  • 05/2023 → Present
    Jpmorgan Securities Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-15
S63 Uniform Securities Agent State Law Examination 2019-09-16
  • S66 Uniform Combined State Law Examination
    2024-03-15
  • S63 Uniform Securities Agent State Law Examination
    2019-09-16
Other Names
  • Simeon N Balev
  • Simeon Balev
  • Simeon Naydenov Balev

View on SEC IAPD

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