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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-22 |
| CA | RA | APPROVED | 2014-03-06 |
| AZ | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Scottsdale | AZ | 10/2012 | Present |
| Jp Morgan Chase Bank, N.A. | Scottsdale | AZ | 01/2018 | Present |
Entity Name: Rental Property Investment related: No Address: Phoenix AZ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the owner of this rental property. Entity Name: Investment Property Investment related: Yes Address: Beaverton OR Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/20/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is an Investment Property condominium in Sr Living facility. Non-rental. Closed on this property in April 2023 Entity Name: Investment Property Investment related: Yes Address: Flagstaff, AZ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/14/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Townhouse considered an Investment Property (non-rental)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-31 |
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