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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-03 |
| TX | RA | APPROVED | 2024-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 11/2023 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 07/2023 | Present |
| First Republic Bank | San Francisco | CA | 07/2018 | 07/2023 |
| Bank Of America | San Francisco | CA | 07/2009 | 06/2018 |
| Manton 3 Llc | Mill Valley | CA | 02/2025 | Present |
Entity Name: Manton 3 LLC Investment related: Yes Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Advisor/Officer Start Date: 02/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: There is no connection to JPM Chase. I will be added to the account as an authorized signer to help with day to day transactions and operations such as wires, payments and viewing the account transactions for my family as seldom needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-03 |
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