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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-05-29
OH RA APPROVED 2018-04-10
  • TX RA
    APPROVED
    Since 2018-05-29
  • OH RA
    APPROVED
    Since 2018-04-10

Branch Locations

2030 W. Michigan St, Sidney, OH 45365 • United States

Bellbrook, OH • 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
Jpmorgan Securities Llc Sidney OH 01/2018 Present
Jp Morgan Chase Centerville OH 12/2003 01/2018
Jpmorgan Chase Bank, N.A. Sidney OH 01/2018 Present
  • 01/2018 → Present
    Jpmorgan Securities Llc
    Sidney, OH
  • 12/2003 → 01/2018
    Jp Morgan Chase
    Centerville, OH
  • 01/2018 → Present
    Jpmorgan Chase Bank, N.A.
    Sidney, OH
Other Businesses

Entity Name: Never Satisfied Group LLC Investment related: N "Address: 3735 Glory Dr Bellbrook, OH 45305" Nature of the other business: Marketing Position/Title/Relationship: Owner/Partner Start Date: 10/11/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: No responsibilities, husband is responsible for all aspects of business at this time They are not similar to my role "

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-06
  • S66 Uniform Combined State Law Examination
    2018-04-06
Other Names
  • Kristi Daniel
  • Kristi Michele Daniel
  • Kristi Michele Klingel
  • Kristi M Klingel
  • Kristi Klingel
  • Kristi M. Daniel

View on SEC IAPD

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