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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2014-07-01 |
| LA | RA | APPROVED | 2014-06-23 |
| TX | RA | APPROVED_RES | 2011-11-22 |
| CA | RA | APPROVED | 2011-11-14 |
| OH | RA | APPROVED | 2011-11-14 |
Branch Locations
660 Newport Center Drive Suite 750, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 11/2011 | Present |
| J.P. Morgan Securities Llc | Newport Beach | CA | 11/2011 | Present |
Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-28 |
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