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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 10/2025 | Present |
| Echorock Financial | San Antonio | TX | 09/2023 | Present |
| Victory Capital | San Antonio | TX | 11/2024 | 09/2025 |
| Unemployed | San Antonio | TX | 07/2024 | 10/2024 |
| J.P. Morgan Securities Llc | San Antonio | TX | 03/2024 | 06/2024 |
| Webb County Appraisal District | Laredo | TX | 03/2022 | 02/2024 |
| Calavo Growers Inc | Laredo | TX | 07/2021 | 03/2022 |
| Powur | Laredo | TX | 04/2020 | 07/2021 |
| Spencer Butcher | Laredo | TX | 07/2019 | 03/2020 |
| Talent Cloud Partners, Llc | Laredo | TX | 06/2019 | 09/2019 |
| Laredo Quality Transfer Services, Inc. | Laredo | TX | 06/2018 | 07/2019 |
| Unemployed | Laredo | TX | 07/2016 | 05/2018 |
Entity Name: EchoRock Financial Investment related: No Address: San Antonio, Tx Echorockfinancial.com Nature of the other business: Tax Services Position/Title/Relationship: Owner/Partner Start Date: 09/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company offers tax preparation services and representation services. The other owner of the company is an enrolled agent. My focus is on tax services. Not connection to JPMC-The company does not provide any holistic financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-12 |
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