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

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-02-17
TX RA APPROVED 2023-02-17
  • IL RA
    APPROVED
    Since 2023-02-17
  • TX RA
    APPROVED
    Since 2023-02-17

Branch Locations

10 S Dearborn St Floor 09, Chicago, IL 60603 • 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 Chase Bank Na San Francisco CA 04/2018 08/2020
Jpmorgan Securities Llc San Francisco CA 04/2018 08/2020
Hall Capital Partners Llc San Francisco CA 07/2017 03/2018
Gatehouse Capital Partners Llc Woodside CA 03/2017 06/2017
Northgate Office Park Dental Office Minneapolis MN 06/2013 09/2016
Santa Clara University Santa Clara CA 05/2015 06/2017
Santa Clara University Santa Clara MN 09/2013 06/2017
Jpmorgan Chase Bank Na Chicago IL 09/2020 Present
Jpmorgan Securities Llc Chicago IL 09/2020 Present
  • 04/2018 → 08/2020
    Jpmorgan Chase Bank Na
    San Francisco, CA
  • 04/2018 → 08/2020
    Jpmorgan Securities Llc
    San Francisco, CA
  • 07/2017 → 03/2018
    Hall Capital Partners Llc
    San Francisco, CA
  • 03/2017 → 06/2017
    Gatehouse Capital Partners Llc
    Woodside, CA
  • 06/2013 → 09/2016
    Northgate Office Park Dental Office
    Minneapolis, MN
  • 05/2015 → 06/2017
    Santa Clara University
    Santa Clara, CA
  • 09/2013 → 06/2017
    Santa Clara University
    Santa Clara, MN
  • 09/2020 → Present
    Jpmorgan Chase Bank Na
    Chicago, IL
  • 09/2020 → Present
    Jpmorgan Securities Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-17
S63 Uniform Securities Agent State Law Examination 2018-06-11
  • S65 Uniform Investment Adviser Law Examination
    2023-02-17
  • S63 Uniform Securities Agent State Law Examination
    2018-06-11

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor