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Aidan Oates

J.P. Morgan Securities LLC

San Francisco, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-01
TX RA APPROVED 2025-09-01
  • CA RA
    APPROVED
    Since 2025-09-01
  • TX RA
    APPROVED
    Since 2025-09-01

Branch Locations

560 Mission St Floor 22, San Francisco, CA 94105 • 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
J.P. Morgan Securities Llc San Francisco CA 07/2025 Present
Jpmorgan Chase Bank, N.A. San Francisco CA 07/2025 Present
Unemployed Newton MA 05/2025 06/2025
Santa Clara University Santa Clara University MA 10/2021 04/2025
Merrill Lynch Venture Services San Francisco CA 06/2024 08/2024
Winslow Technology Group Llc Waltham MA 09/2022 12/2022
The Country Club Brookline MA 05/2019 09/2022
Unemployed Newton MA 06/2015 04/2019
  • 07/2025 → Present
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 07/2025 → Present
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 05/2025 → 06/2025
    Unemployed
    Newton, MA
  • 10/2021 → 04/2025
    Santa Clara University
    Santa Clara University, MA
  • 06/2024 → 08/2024
    Merrill Lynch Venture Services
    San Francisco, CA
  • 09/2022 → 12/2022
    Winslow Technology Group Llc
    Waltham, MA
  • 05/2019 → 09/2022
    The Country Club
    Brookline, MA
  • 06/2015 → 04/2019
    Unemployed
    Newton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-30
  • S66 Uniform Combined State Law Examination
    2025-08-30
Other Names
  • Aidan T Oates

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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