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Drake Lorenzo Wertlieb

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 2024-09-05
TX RA APPROVED 2024-09-05
  • CA RA
    APPROVED
    Since 2024-09-05
  • TX RA
    APPROVED
    Since 2024-09-05

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
Jpmorgan Chase Bank, N.A. San Francisco CA 07/2024 Present
J.P. Morgan Securities Llc San Francisco CA 07/2024 Present
Unemployed Chestnut Hill MA 08/2023 07/2024
Jpmorgan Chase Bank, N.A. San Francisco CA 06/2023 08/2023
Unemployed Los Angeles CA 07/2014 05/2021
Yougov Signal Santa Monica CA 05/2021 08/2021
Unemployed Chestnut Hill MA 08/2021 06/2023
  • 07/2024 → Present
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 07/2024 → Present
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 08/2023 → 07/2024
    Unemployed
    Chestnut Hill, MA
  • 06/2023 → 08/2023
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 07/2014 → 05/2021
    Unemployed
    Los Angeles, CA
  • 05/2021 → 08/2021
    Yougov Signal
    Santa Monica, CA
  • 08/2021 → 06/2023
    Unemployed
    Chestnut Hill, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-05
  • S66 Uniform Combined State Law Examination
    2024-09-05
Other Names
  • Drake Wertlieb

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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