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Jonathan P Simpson

J.P. Morgan Securities LLC

Forest Hills, NY

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-03
TX RA APPROVED_RES 2014-06-19
NJ RA APPROVED 2012-10-01
  • NY RA
    APPROVED
    Since 2021-05-03
  • TX RA
    APPROVED_RES
    Since 2014-06-19
  • NJ RA
    APPROVED
    Since 2012-10-01

Branch Locations

107-36 71St Ave., Forest Hills, NY 11375 • 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 Forest Hills NY 10/2012 Present
Simpson Family Holdings Lllp Tamarac FL 12/2006 09/2025
Jpmorgan Chase Bank, N.A. Forest Hills NY 08/1994 Present
  • 10/2012 → Present
    J.P. Morgan Securities Llc
    Forest Hills, NY
  • 12/2006 → 09/2025
    Simpson Family Holdings Lllp
    Tamarac, FL
  • 08/1994 → Present
    Jpmorgan Chase Bank, N.A.
    Forest Hills, NY
Previous Registrations
  • 1997-11-03 → 2012-10-01
    Chase Investment Services Corp.
    St Albans, NY
    Forest Hills, NY
    Forest Hills, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-20
S63 Uniform Securities Agent State Law Examination 1987-05-15
  • S65 Uniform Investment Adviser Law Examination
    1997-10-20
  • S63 Uniform Securities Agent State Law Examination
    1987-05-15
Other Names
  • Jonathan Phillip Simpson

View on SEC IAPD

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Other Offices

ACORN CAPITAL PARTNERS, LLC · FOREST HILLS, NY
LPL FINANCIAL LLC · FOREST HILLS, NY
LPL FINANCIAL LLC · FOREST HILLS, NY
CHARLES SCHWAB & CO., INC. · Forest Hills, NY
AMERIPRISE FINANCIAL SERVICES, LLC · FOREST HILLS, NY
CITIGROUP GLOBAL MARKETS INC. · FOREST HILLS, NY
CETERA INVESTMENT ADVISERS LLC · FOREST HILLS, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOREST HILLS, NY

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