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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-15 |
Branch Locations
600 Travis St Floors 61St & 62Nd, Houston, TX 77002-3009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Houston | TX | 05/2001 | Present |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 08/1996 | Present |
Entity Name: The MBA Investment Fund Investment related: Yes Address: 2110 Austin, TX Nature of the other business: Private investment company to be managed by students. The Fund is a limited liability company created to enable MBA students in the McCombs School of Business at The University of Texas at Austin to obtain real-world experience managing investment portfolios and developing relationships with clients. Position/Title/Relationship: Advisory Committe Member Start Date: 01-Jan-1999 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Advisory Committee, assist the fund
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-02 |
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