JPMorgan Securities LLC
Industry: Securities brokerage company
DescriptionHeadquarters: New York City, NY Subsidiaries: J.P. Morgan Securities, Parent organizations: JPMorgan Chase, Bear Stearns,
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JPMorgan Securities LLC Employees
Employee
Years
Job
Industry
Michael Coffee Michael Coffee's JPMorgan Securities LLC Experience 2014 - Present
Job Executive Director / Market Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC 2014 - Present
Guggenheim Investments 2011 - 2013
Morgan Stanley 2002 - 2011
Education
Belmont Abbey College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JPMorgan Securities, LLC 2014 - Present
Guggenheim Investments 2011 - 2013
Morgan Stanley 2002 - 2011
Education
Belmont Abbey College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Holly Hunsinger Holly Hunsinger's JPMorgan Securities LLC Experience March 2010 - July 2015
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed July 2015 - Present
JPMorgan Securities LLC March 2010 - July 2015
Skills
Investments, Financial Analysis, Portfolio Management, Risk Management, Financial Services
Education
Hawaii Pacific University 2000 — 2002
Bachelor's degree, Business Administration, Management and Operations
Boise State University 1998 — 2000
Waddell & Reed July 2015 - Present
JPMorgan Securities LLC March 2010 - July 2015
Skills
Investments, Financial Analysis, Portfolio Management, Risk Management, Financial Services
Education
Hawaii Pacific University 2000 — 2002
Bachelor's degree, Business Administration, Management and Operations
Boise State University 1998 — 2000
John J. Moriarty John J. Moriarty's JPMorgan Securities LLC Experience November 2014 - Present
Job JP Morgan Private Client Advisor with Chase Private Client
Industry Financial Services
Experience
JPMorgan Securities LLC November 2014 - Present
Morgan Stanley June 2013 - November 2014
U.S. Army August 2004 - May 2013
Skills
Risk Management, Training, Program Management, Management, Strategic Planning, Team Building, Army, Finance, Security Clearance, Military, Investments, Operational Planning, Operations Management, Military Operations, Project Planning, Employee Training, Human Resources, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2004
Bachelor of Science in Business Administration, Finance, General
The Ohio State University
The Ohio State University
JPMorgan Securities LLC November 2014 - Present
Morgan Stanley June 2013 - November 2014
U.S. Army August 2004 - May 2013
Skills
Risk Management, Training, Program Management, Management, Strategic Planning, Team Building, Army, Finance, Security Clearance, Military, Investments, Operational Planning, Operations Management, Military Operations, Project Planning, Employee Training, Human Resources, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2004
Bachelor of Science in Business Administration, Finance, General
The Ohio State University
The Ohio State University
Ryan Cleaveland Ryan Cleaveland's JPMorgan Securities LLC Experience March 2014 - September 2015
Job Investment Consultant TD Ameritrade, INC.
Industry Investment Management
Experience
TD Ameritrade September 2015 - Present
JPMorgan Securities, LLC March 2014 - September 2015
ING Financial Partners June 2012 - January 2014
New England Financial 2011 - 2012
Citi 2007 - 2011
Security Service Federal Credit Union May 2003 - March 2006
Skills
Investments, Finance, Portfolio Management, Retirement Planning, Mutual Funds, Wealth Management, Financial Services, Financial Analysis, Banking, Series 7, Series 63, Retirement
Education
The University of Texas at San Antonio
Political Science and Government
TD Ameritrade September 2015 - Present
JPMorgan Securities, LLC March 2014 - September 2015
ING Financial Partners June 2012 - January 2014
New England Financial 2011 - 2012
Citi 2007 - 2011
Security Service Federal Credit Union May 2003 - March 2006
Skills
Investments, Finance, Portfolio Management, Retirement Planning, Mutual Funds, Wealth Management, Financial Services, Financial Analysis, Banking, Series 7, Series 63, Retirement
Education
The University of Texas at San Antonio
Political Science and Government
Natalie Danielle (Danielle Goslee) Knerr Natalie Danielle (Danielle Goslee) Knerr's JPMorgan Securities LLC Experience February 2014 - May 2015
Job Licensed Investment Sales Coordinator, Huntington Investment Company
Industry Financial Services
Experience
Huntington Investment Company May 2015 - Present
JPMorgan Securities, LLC February 2014 - May 2015
Fifth Third Securities March 2013 - February 2014
Huntington Investment Co August 2006 - March 2013
Bank One 1999 - 2005
Franklin County May 1995 - October 1998
Education
The Ohio State University 1990 — 1993
Bachelor of Arts (B.A.), Anthropology
Huntington Investment Company May 2015 - Present
JPMorgan Securities, LLC February 2014 - May 2015
Fifth Third Securities March 2013 - February 2014
Huntington Investment Co August 2006 - March 2013
Bank One 1999 - 2005
Franklin County May 1995 - October 1998
Education
The Ohio State University 1990 — 1993
Bachelor of Arts (B.A.), Anthropology
Andrew Axelson Andrew Axelson's JPMorgan Securities LLC Experience June 2014 - February 2015
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. February 2015 - Present
JPMorgan Securities LLC June 2014 - February 2015
JP Morgan Chase Bank N.A. September 2009 - May 2014
MB Financial Bank August 2008 - September 2009
Chicago Board of Trade May 2007 - August 2007
Education
The University of Montana 2004 — 2008
Undergraduate, Business Administrations-Marketing
College of DuPage 2003 — 2004
Finance
JP Morgan Chase Bank, N.A. February 2015 - Present
JPMorgan Securities LLC June 2014 - February 2015
JP Morgan Chase Bank N.A. September 2009 - May 2014
MB Financial Bank August 2008 - September 2009
Chicago Board of Trade May 2007 - August 2007
Education
The University of Montana 2004 — 2008
Undergraduate, Business Administrations-Marketing
College of DuPage 2003 — 2004
Finance
Frank Bukowski Frank Bukowski's JPMorgan Securities LLC Experience May 1989 - Present
Job Executive Director, JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC May 1989 - Present
Robert Morris University, Chicago, IL September 2007 - Present
Skills
Relationship..., Financial product...
Education
DePaul University
Master of Business Administration (MBA), Finance
Northern Illinois University
Bachelor's degree, Finance
JPMorgan Securities, LLC May 1989 - Present
Robert Morris University, Chicago, IL September 2007 - Present
Skills
Relationship..., Financial product...
Education
DePaul University
Master of Business Administration (MBA), Finance
Northern Illinois University
Bachelor's degree, Finance
Kristina Andrews Korth Kristina Andrews Korth's JPMorgan Securities LLC Experience July 2005 - Present
Job Vice President, Compliance Manager at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC July 2005 - Present
Chase Investment Services Corp December 2000 - July 2005
Education
Northwest Christian College 1981 — 1984
Communications
Alhambra High School 1977 — 1981
Emery Park
JPMorgan Securities LLC July 2005 - Present
Chase Investment Services Corp December 2000 - July 2005
Education
Northwest Christian College 1981 — 1984
Communications
Alhambra High School 1977 — 1981
Emery Park
Michael Mick Boyle Michael Mick Boyle's JPMorgan Securities LLC Experience January 2006 - June 2012
Job Director at KeyBank & KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBank & KeyBanc Capital Markets June 2014 - Present
KeyBanc Capital Markets June 2012 - June 2014
JPMorgan Securities LLC January 2006 - June 2012
KeyBanc Capital Markets October 2002 - January 2006
Skills
Series 7, Series 63, Bonds, Investments, Capital Markets, Fixed Income, Bloomberg, Asset Management, Investment Banking, Series 9, Series 10, Derivatives, FINRA, Financial Institutions, Private Placements, Financial Services, Credit Analysis, Private Equity, Wealth Management
Education
University of Notre Dame - Mendoza College of Business 1997 — 1998
MBA, Finance
The University of Connecticut School of Business 1985 — 1989
BS, Finance
KeyBank & KeyBanc Capital Markets June 2014 - Present
KeyBanc Capital Markets June 2012 - June 2014
JPMorgan Securities LLC January 2006 - June 2012
KeyBanc Capital Markets October 2002 - January 2006
Skills
Series 7, Series 63, Bonds, Investments, Capital Markets, Fixed Income, Bloomberg, Asset Management, Investment Banking, Series 9, Series 10, Derivatives, FINRA, Financial Institutions, Private Placements, Financial Services, Credit Analysis, Private Equity, Wealth Management
Education
University of Notre Dame - Mendoza College of Business 1997 — 1998
MBA, Finance
The University of Connecticut School of Business 1985 — 1989
BS, Finance
Dean Vardouniotis Dean Vardouniotis's JPMorgan Securities LLC Experience October 2008 - May 2013
Job Tax Auditor
Industry Accounting
Experience
State of California - Board of Equalization May 2013 - Present
JPMorgan Securities, LLC October 2008 - May 2013
JPMorgan Chase January 2006 - October 2008
Argent Mortgage Company December 2004 - May 2005
Select Restaurant October 1995 - June 2004
Skills
Investments, Loans, Mortgage Lending, Equities, Finance, Mutual Funds, Retail Banking, Trading, Retirement, Sales, Credit, Series 63, Banking, Series 7, Series 6, Team Leadership, Sales Tax, Cash Flow, Account Reconciliation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Master of Science, Accountancy
Northern Illinois University - College of Business 1999 — 2003
Bachelor of Science, Business Management
State of California - Board of Equalization May 2013 - Present
JPMorgan Securities, LLC October 2008 - May 2013
JPMorgan Chase January 2006 - October 2008
Argent Mortgage Company December 2004 - May 2005
Select Restaurant October 1995 - June 2004
Skills
Investments, Loans, Mortgage Lending, Equities, Finance, Mutual Funds, Retail Banking, Trading, Retirement, Sales, Credit, Series 63, Banking, Series 7, Series 6, Team Leadership, Sales Tax, Cash Flow, Account Reconciliation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Master of Science, Accountancy
Northern Illinois University - College of Business 1999 — 2003
Bachelor of Science, Business Management
Nichole Baaki Nichole Baaki's JPMorgan Securities LLC Experience October 2012 - Present
Job Executive Director, Market Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC October 2012 - Present
Chase Investment Services Corp. August 2011 - September 2012
Chase Investment Services Corp. April 2010 - July 2011
JPMorgan Chase May 2007 - April 2010
Education
Michigan State University 2003 — 2007
Business
JPMorgan Securities, LLC October 2012 - Present
Chase Investment Services Corp. August 2011 - September 2012
Chase Investment Services Corp. April 2010 - July 2011
JPMorgan Chase May 2007 - April 2010
Education
Michigan State University 2003 — 2007
Business
Alexander David Murray Alexander David Murray's JPMorgan Securities LLC Experience June 2014 - Present
Job VP Financial Advisor at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC June 2014 - Present
UBS Financial Services Inc. May 2010 - May 2014
Murray & Marek LLP January 2007 - May 2011
Boeing Satellite Systems May 2004 - December 2008
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA)
California State University-Long Beach
Double Major, BArts Economics / BSci International Business
Universidade Federal de Santa Catarina
Semester Abroad, Economics / Portuguese
JPMorgan Securities LLC June 2014 - Present
UBS Financial Services Inc. May 2010 - May 2014
Murray & Marek LLP January 2007 - May 2011
Boeing Satellite Systems May 2004 - December 2008
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA)
California State University-Long Beach
Double Major, BArts Economics / BSci International Business
Universidade Federal de Santa Catarina
Semester Abroad, Economics / Portuguese
Eric Hutz Eric Hutz's JPMorgan Securities LLC Experience August 2014 - Present
Job Financial Advisor Associate at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC August 2014 - Present
JPMorgan Chase September 2011 - July 2014
JPMorgan Chase March 2006 - August 2011
Washington Mutual Bank April 2004 - February 2006
Education
University of California, San Diego 1999 — 2002
Bachelor of Arts (BA), Economics
JPMorgan Securities LLC August 2014 - Present
JPMorgan Chase September 2011 - July 2014
JPMorgan Chase March 2006 - August 2011
Washington Mutual Bank April 2004 - February 2006
Education
University of California, San Diego 1999 — 2002
Bachelor of Arts (BA), Economics
Jordan Gentry Jordan Gentry's JPMorgan Securities LLC Experience October 2011 - January 2014
Job JPMorgan Private Bank
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. January 2014 - Present
JPMorgan Securities LLC October 2011 - January 2014
JPMorgan Chase September 2009 - October 2011
Education
Texas State University-San Marcos 2004 — 2009
Bachelor of Business Administration (BBA), Marketing
JP Morgan Chase Bank, N.A. January 2014 - Present
JPMorgan Securities LLC October 2011 - January 2014
JPMorgan Chase September 2009 - October 2011
Education
Texas State University-San Marcos 2004 — 2009
Bachelor of Business Administration (BBA), Marketing
Richard Renz Richard Renz's JPMorgan Securities LLC Experience December 2009 - Present
Job Executive Director at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC December 2009 - Present
The Huntington Investment Co. November 2005 - December 2009
Fifth Third Securities August 1997 - November 2005
Education
John Carroll University 1988 — 1992
JPMorgan Securities LLC December 2009 - Present
The Huntington Investment Co. November 2005 - December 2009
Fifth Third Securities August 1997 - November 2005
Education
John Carroll University 1988 — 1992
Devin Alphin's JPMorgan Securities LLC Experience May 2014 - Present
Job Financial Advisor Associate, J.P. Morgan Securities LLC
Industry Banking
Experience
JPMorgan Securities LLC May 2014 - Present
JPMorgan Chase Bank September 2011 - February 2014
Wells Fargo October 2010 - September 2011
Education
Middle Tennessee State University 2006 — 2009
JPMorgan Securities LLC May 2014 - Present
JPMorgan Chase Bank September 2011 - February 2014
Wells Fargo October 2010 - September 2011
Education
Middle Tennessee State University 2006 — 2009
Robert Pallitto Robert Pallitto's JPMorgan Securities LLC Experience May 2011 - May 2014
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. May 2014 - Present
JPMorgan Securities LLC May 2011 - May 2014
JPMorgan Chase Bank N.A. November 2009 - May 2011
Capital One September 2006 - May 2009
North Fork Bank June 2006 - September 2006
Education
Montclair State University 2005 — 2009
BS, Business Administration; Finance
JPMorgan Chase Bank N.A. May 2014 - Present
JPMorgan Securities LLC May 2011 - May 2014
JPMorgan Chase Bank N.A. November 2009 - May 2011
Capital One September 2006 - May 2009
North Fork Bank June 2006 - September 2006
Education
Montclair State University 2005 — 2009
BS, Business Administration; Finance
Michael Taylor Lauer Michael Taylor Lauer's JPMorgan Securities LLC Experience March 2014 - Present
Job Investment Services at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Securities LLC March 2014 - Present
Mike Novak Campaign November 2013 - March 2014
City of Port Aransas May 2008 - September 2013
Brothers Management January 2012 - June 2013
Skills
Project Planning, Business Economics, Software Documentation, Economic Modeling, Mathematical Analysis, Microsoft Office, Microsoft Excel, International Economics, Economic Development, Event Planning, Forecasting, Financial Analysis, Team Building, Political Campaigns, Statistical Data..., Economics, Macroeconomics, Financial Planning, Investments
Education
Baylor University 2008 — 2013
Bachelor of Arts (BA), Economics
JPMorgan Securities LLC March 2014 - Present
Mike Novak Campaign November 2013 - March 2014
City of Port Aransas May 2008 - September 2013
Brothers Management January 2012 - June 2013
Skills
Project Planning, Business Economics, Software Documentation, Economic Modeling, Mathematical Analysis, Microsoft Office, Microsoft Excel, International Economics, Economic Development, Event Planning, Forecasting, Financial Analysis, Team Building, Political Campaigns, Statistical Data..., Economics, Macroeconomics, Financial Planning, Investments
Education
Baylor University 2008 — 2013
Bachelor of Arts (BA), Economics
Erik Langeland Erik Langeland's JPMorgan Securities LLC Experience October 2012 - Present
Job Market Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2013 - Present
JPMorgan Securities LLC October 2012 - Present
JPMorgan Chase Bank January 1995 - Present
Skills
Commercial Banking, Credit Analysis, Loans, Mergers & Acquisitions, Credit, Investment Banking, Commercial Lending, Portfolio Management, Middle Market, Corporate Finance, Capital Markets, Asset Based Lending, Relationship Management, Financial Services, Cash Management, New Relationship...
Education
University of Iowa - Henry B. Tippie College of Business 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
JPMorgan Chase April 2013 - Present
JPMorgan Securities LLC October 2012 - Present
JPMorgan Chase Bank January 1995 - Present
Skills
Commercial Banking, Credit Analysis, Loans, Mergers & Acquisitions, Credit, Investment Banking, Commercial Lending, Portfolio Management, Middle Market, Corporate Finance, Capital Markets, Asset Based Lending, Relationship Management, Financial Services, Cash Management, New Relationship...
Education
University of Iowa - Henry B. Tippie College of Business 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
William Michael Hoover William Michael Hoover's JPMorgan Securities LLC Experience March 2013 - Present
Job Futures & Options Associate at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC March 2013 - Present
JPMorgan Chase July 2011 - March 2013
Bank of America, N.A. December 2010 - June 2011
Sawdust Investment Management Corp June 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, Management, Outlook
Education
DePaul University 2008 — 2010
Bachelor of Science (B.S.), Finance
JPMorgan Securities LLC March 2013 - Present
JPMorgan Chase July 2011 - March 2013
Bank of America, N.A. December 2010 - June 2011
Sawdust Investment Management Corp June 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, Management, Outlook
Education
DePaul University 2008 — 2010
Bachelor of Science (B.S.), Finance
David G. Dudziak David G. Dudziak's JPMorgan Securities LLC Experience December 2011 - October 2013
Job Texas Sentry Inspections
Industry Real Estate
Experience
JPMorgan Securities LLC December 2011 - October 2013
Edward Jones October 2007 - November 2011
History Maker Homes January 1998 - May 2007
IKON Office Solutions February 1998 - August 1998
Amre, Inc January 1988 - January 1997
Busia's Polish Pub January 1980 - January 1986
Skills
Home Inspections, Client Relations Skills, Report Writing, Residential Homes, Customer Care, Client Communication, New Home Building, Quality Assurance, Warranty Service, Home Warranty, Customer Retention, Management, Construction Management, Community Service, Planning & Zoning, Customer Service
Education
American Home Inspectors Training
Home Inspection
Western Illinois University 1976 — 1978
Bachelor of Science
Securities licenses: Series 7 and Series 66
Rapport Leadership International
True North Development; Customer Satisfaction & Trade Partner Training
Stagen Integral Leadership
JPMorgan Securities LLC December 2011 - October 2013
Edward Jones October 2007 - November 2011
History Maker Homes January 1998 - May 2007
IKON Office Solutions February 1998 - August 1998
Amre, Inc January 1988 - January 1997
Busia's Polish Pub January 1980 - January 1986
Skills
Home Inspections, Client Relations Skills, Report Writing, Residential Homes, Customer Care, Client Communication, New Home Building, Quality Assurance, Warranty Service, Home Warranty, Customer Retention, Management, Construction Management, Community Service, Planning & Zoning, Customer Service
Education
American Home Inspectors Training
Home Inspection
Western Illinois University 1976 — 1978
Bachelor of Science
Securities licenses: Series 7 and Series 66
Rapport Leadership International
True North Development; Customer Satisfaction & Trade Partner Training
Stagen Integral Leadership
Matthew Gorrick Matthew Gorrick's JPMorgan Securities LLC Experience April 2009 - Present
Job Financial Advisor Associate
Industry Financial Services
Experience
JPMorgan Securities LLC April 2009 - Present
Education
The University of Texas at San Antonio
JPMorgan Securities LLC April 2009 - Present
Education
The University of Texas at San Antonio
Omar Siddiqi Omar Siddiqi's JPMorgan Securities LLC Experience April 2012 - July 2013
Job Client Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2012 - June 2014
JPMorgan Securities, LLC April 2012 - July 2013
Hillstar Motor Inc. December 2008 - December 2011
Skills
Portfolio Management, Microsoft Excel, Sales, Financial Analysis, Data Analysis, Microsoft Office, Customer Service, Team Leadership, PowerPoint, Microsoft Word, Public Speaking, Market Research, Leadership, Outlook, Accounting, Research, SPSS, Microsoft Access, SQL, Project Management, Bank Secrecy Act, Anti Money Laundering, Social Media, Compliance, Corruption, Suspicious Activity..., Finance, Banking, Due Diligence, Analysis, Economics, Financial Services, Time Management, Management, Teamwork, Auditing, Investments, Social Networking
Education
City University of New York City College 2009 — 2014
Bachelor of Arts (B.A.), Financial Economics
JPMorgan Chase April 2012 - June 2014
JPMorgan Securities, LLC April 2012 - July 2013
Hillstar Motor Inc. December 2008 - December 2011
Skills
Portfolio Management, Microsoft Excel, Sales, Financial Analysis, Data Analysis, Microsoft Office, Customer Service, Team Leadership, PowerPoint, Microsoft Word, Public Speaking, Market Research, Leadership, Outlook, Accounting, Research, SPSS, Microsoft Access, SQL, Project Management, Bank Secrecy Act, Anti Money Laundering, Social Media, Compliance, Corruption, Suspicious Activity..., Finance, Banking, Due Diligence, Analysis, Economics, Financial Services, Time Management, Management, Teamwork, Auditing, Investments, Social Networking
Education
City University of New York City College 2009 — 2014
Bachelor of Arts (B.A.), Financial Economics
R. Morgan Mertz's JPMorgan Securities LLC Experience October 2012 - October 2013
Job Vice President Market Director at JPMorgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC November 2013 - Present
JPMorgan Securities LLC October 2012 - October 2013
Chase Private Client and Chase Investment Services Corp. December 2004 - October 2012
Skills
Financial Structuring, Commercial Banking, Treasury Management, Options Strategies, Trading Strategies
Education
Indiana University Bloomington
Indiana University-Purdue University at Fort Wayne
J.P. Morgan Securities LLC November 2013 - Present
JPMorgan Securities LLC October 2012 - October 2013
Chase Private Client and Chase Investment Services Corp. December 2004 - October 2012
Skills
Financial Structuring, Commercial Banking, Treasury Management, Options Strategies, Trading Strategies
Education
Indiana University Bloomington
Indiana University-Purdue University at Fort Wayne
Anthony Valdez's JPMorgan Securities LLC Experience September 2013 - Present
Job FINANCIAL ADVISOR ASSOCIATE VICE PRESIDENT at JPMORGAN SECURITIES LLC
Industry Financial Services
Experience
JPMORGAN SECURITIES LLC September 2013 - Present
Professional Hospital Supply, Inc. June 2013 - September 2013
Quality palapas February 2013 - May 2013
Edward Jones July 2011 - January 2013
RadioShack September 2010 - June 2011
Palapa Guy July 2008 - July 2010
Skills
Consulting, Financial Services, Management, Cold Calling, Sales, Value Based Selling, Financial Advisory, B2B, Series 7, Solution Selling, Bilingual-English/Spanis..., Engaging Speaker
Education
Mt. San Jacinto Community College District 2008 — 2011
Associate of Arts (A.A.), Behavioral Sciences, 3.33
JPMORGAN SECURITIES LLC September 2013 - Present
Professional Hospital Supply, Inc. June 2013 - September 2013
Quality palapas February 2013 - May 2013
Edward Jones July 2011 - January 2013
RadioShack September 2010 - June 2011
Palapa Guy July 2008 - July 2010
Skills
Consulting, Financial Services, Management, Cold Calling, Sales, Value Based Selling, Financial Advisory, B2B, Series 7, Solution Selling, Bilingual-English/Spanis..., Engaging Speaker
Education
Mt. San Jacinto Community College District 2008 — 2011
Associate of Arts (A.A.), Behavioral Sciences, 3.33
Kirk Mullen, CFP® Kirk Mullen, CFP®'s JPMorgan Securities LLC Experience March 2014 - Present
Job VP Financial Advisor at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC March 2014 - Present
Charles Schwab September 2009 - March 2014
TD Bank April 2008 - August 2009
Fidelity Investments November 2005 - April 2008
Etrade Financial June 2005 - November 2005
TD Waterhouse 1998 - 2005
Education
University of South Florida 1993 — 1995
BS, Finance
Hillsborough Community College 1992 — 1993
Associate of Arts (AA), Business Administration
JPMorgan Securities LLC March 2014 - Present
Charles Schwab September 2009 - March 2014
TD Bank April 2008 - August 2009
Fidelity Investments November 2005 - April 2008
Etrade Financial June 2005 - November 2005
TD Waterhouse 1998 - 2005
Education
University of South Florida 1993 — 1995
BS, Finance
Hillsborough Community College 1992 — 1993
Associate of Arts (AA), Business Administration
Joe Lala Joe Lala's JPMorgan Securities LLC Experience June 2009 - Present
Job Financial Advisor at JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC June 2009 - Present
The Big Picture Home Theater Company December 2007 - January 2009
Magnolia Home Theater March 2007 - December 2007
Tweeter Home Entertainment Group December 2004 - March 2007
Education
University of Illinois at Chicago 2003 — 2008
Bachelor of Business Administration (B.B.A.), Management
University of Illinois at Chicago 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
JPMorgan Securities, LLC June 2009 - Present
The Big Picture Home Theater Company December 2007 - January 2009
Magnolia Home Theater March 2007 - December 2007
Tweeter Home Entertainment Group December 2004 - March 2007
Education
University of Illinois at Chicago 2003 — 2008
Bachelor of Business Administration (B.B.A.), Management
University of Illinois at Chicago 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Vincent Sapienza Vincent Sapienza's JPMorgan Securities LLC Experience February 2009 - Present
Job Executive Director Market Director at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA February 2009 - Present
JPMorgan Securities, LLC February 2009 - Present
Chase Investment Services March 2008 - February 2009
Smith Barney February 2005 - February 2008
Education
Baruch College 1992 — 2007
JP Morgan Chase Bank NA February 2009 - Present
JPMorgan Securities, LLC February 2009 - Present
Chase Investment Services March 2008 - February 2009
Smith Barney February 2005 - February 2008
Education
Baruch College 1992 — 2007
Josh Lowery's JPMorgan Securities LLC Experience November 2014 - Present
Job Financial Advisor at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Securities LLC November 2014 - Present
JPMorgan Chase September 2013 - Present
JPMorgan Chase July 2012 - September 2013
JPMorgan Chase July 2011 - July 2012
Skills
Series 6, Series 63
Education
Indiana University-Southeast 2007 — 2011
Bachelor of Arts (BA), Finance
JPMorgan Securities LLC November 2014 - Present
JPMorgan Chase September 2013 - Present
JPMorgan Chase July 2012 - September 2013
JPMorgan Chase July 2011 - July 2012
Skills
Series 6, Series 63
Education
Indiana University-Southeast 2007 — 2011
Bachelor of Arts (BA), Finance
Hunter Sims Hunter Sims's JPMorgan Securities LLC Experience March 2014 - September 2014
Job Financial Advisor, Vice President at BBVA Compass Investment Solutions
Industry Financial Services
Experience
BBVA Compass Investment Solutions October 2014 - Present
JPMorgan Securities, LLC March 2014 - September 2014
AXA Advisors August 2011 - March 2014
Education
Arizona State University 2005 — 2008
BIS, Business and Mass Communications
Idaho State University 2003 — 2005
BBVA Compass Investment Solutions October 2014 - Present
JPMorgan Securities, LLC March 2014 - September 2014
AXA Advisors August 2011 - March 2014
Education
Arizona State University 2005 — 2008
BIS, Business and Mass Communications
Idaho State University 2003 — 2005
Richard Vega Richard Vega's JPMorgan Securities LLC Experience July 2013 - February 2015
Job Vice President | Private Client Advisor at JPMorgan Chase Bank NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA March 2015 - Present
JPMorgan Securities LLC July 2013 - February 2015
Prudential Financial October 2010 - July 2013
Tweeter October 2007 - December 2008
BrandsMart USA April 2007 - October 2007
Education
The American College 2012 — 2013
Financial Planning and Services
Florida International University 2005 — 2006
J.P. Morgan Chase Bank NA March 2015 - Present
JPMorgan Securities LLC July 2013 - February 2015
Prudential Financial October 2010 - July 2013
Tweeter October 2007 - December 2008
BrandsMart USA April 2007 - October 2007
Education
The American College 2012 — 2013
Financial Planning and Services
Florida International University 2005 — 2006
JOHN HAMOT JOHN HAMOT's JPMorgan Securities LLC Experience July 2014 - Present
Job Vice President, Market Director at JPMorgan Securities LLC.
Industry Financial Services
Experience
JPMorgan Securities LLC. July 2014 - Present
TD Ameritrade November 2007 - July 2014
Wells Fargo Investments December 1999 - November 2007
Morgan Stanley Smith Barney May 1994 - May 1996
PaineWebber August 1985 - May 1992
Education
Rutgers University 1979 — 1983
B.A., Accounting
Clifton High School 1975 — 1979
HS Diploma, Advanced College Prep
JPMorgan Securities LLC. July 2014 - Present
TD Ameritrade November 2007 - July 2014
Wells Fargo Investments December 1999 - November 2007
Morgan Stanley Smith Barney May 1994 - May 1996
PaineWebber August 1985 - May 1992
Education
Rutgers University 1979 — 1983
B.A., Accounting
Clifton High School 1975 — 1979
HS Diploma, Advanced College Prep
Barbara Grant Barbara Grant's JPMorgan Securities LLC Experience October 2012 - December 2013
Job Registered Financial Services Professional
Industry Financial Services
Experience
JPMorgan Securities LLC October 2012 - December 2013
Credit Suisse June 2012 - July 2012
Raymond James & Associates, Inc June 2011 - April 2012
Waddell & Reed, 2009-2010 May 2009 - May 2010
HealthSpring, 2008-2009 September 2008 - January 2009
AON Corporation December 2006 - August 2008
Self Employed March 2001 - December 2006
MassMutual Financial Group September 1998 - March 2001
Merrill Lynch October 1996 - March 1998
Peregrine Financial Group April 1993 - October 1996
Education
Ithaca College
Bachelor of Arts, English
Northwestern University School of Continuing Studies
CFP® designation in progress.
Syracuse University
DIPA Strasbourg, France
The Latin School of Chicago
The Masters School
JPMorgan Securities LLC October 2012 - December 2013
Credit Suisse June 2012 - July 2012
Raymond James & Associates, Inc June 2011 - April 2012
Waddell & Reed, 2009-2010 May 2009 - May 2010
HealthSpring, 2008-2009 September 2008 - January 2009
AON Corporation December 2006 - August 2008
Self Employed March 2001 - December 2006
MassMutual Financial Group September 1998 - March 2001
Merrill Lynch October 1996 - March 1998
Peregrine Financial Group April 1993 - October 1996
Education
Ithaca College
Bachelor of Arts, English
Northwestern University School of Continuing Studies
CFP® designation in progress.
Syracuse University
DIPA Strasbourg, France
The Latin School of Chicago
The Masters School
Gabriel Thompson's JPMorgan Securities LLC Experience March 2013 - December 2014
Job Branch Manager Trainee
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
KeyBank December 2014 - June 2015
JPMorgan Securities, LLC March 2013 - December 2014
JPMorgan Chase Bank, N.A. November 2011 - March 2013
JPMorgan Chase Bank, N.A. August 2010 - November 2011
JPMorgan Chase Bank, N.A. September 2008 - August 2010
Calvin Klein March 2006 - March 2008
Skills
Customer Service, Management, Sales, Finance, Credit, Direct Sales, Microsoft Office, Banking, Mutual Funds, Sales Management, Investments, Microsoft Excel
Education
Everett Community College 2005 — 2007
Associate of Arts and Sciences (AAS), General
Everett Community College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), General Studies
JPMorgan Chase & Co. June 2015 - Present
KeyBank December 2014 - June 2015
JPMorgan Securities, LLC March 2013 - December 2014
JPMorgan Chase Bank, N.A. November 2011 - March 2013
JPMorgan Chase Bank, N.A. August 2010 - November 2011
JPMorgan Chase Bank, N.A. September 2008 - August 2010
Calvin Klein March 2006 - March 2008
Skills
Customer Service, Management, Sales, Finance, Credit, Direct Sales, Microsoft Office, Banking, Mutual Funds, Sales Management, Investments, Microsoft Excel
Education
Everett Community College 2005 — 2007
Associate of Arts and Sciences (AAS), General
Everett Community College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), General Studies
Mary Betcher Mary Betcher's JPMorgan Securities LLC Experience January 2009 - Present
Job Financial Advisor at J.P. Morgan Securities, LLC
Industry Investment Management
Experience
JPMorgan Securities LLC January 2009 - Present
Chase Bank January 2007 - January 2009
Medica October 2002 - December 2006
Education
Normandale Community College 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
JPMorgan Securities LLC January 2009 - Present
Chase Bank January 2007 - January 2009
Medica October 2002 - December 2006
Education
Normandale Community College 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
James Burkhart James Burkhart's JPMorgan Securities LLC Experience July 2014 - Present
Job Executive Director, Market Director at JP Morgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC July 2014 - Present
Waddell & Reed August 2012 - November 2013
Independent Financial Advisory Services August 2009 - August 2012
UBS Financial Svcs May 2007 - January 2009
Wachovia Securities February 1999 - May 2007
Merrill Lynch February 1986 - February 1999
Education
University of South Florida 1975 — 1980
Bachelor's Degree, Secondary Education / Am History
JPMorgan Securities, LLC July 2014 - Present
Waddell & Reed August 2012 - November 2013
Independent Financial Advisory Services August 2009 - August 2012
UBS Financial Svcs May 2007 - January 2009
Wachovia Securities February 1999 - May 2007
Merrill Lynch February 1986 - February 1999
Education
University of South Florida 1975 — 1980
Bachelor's Degree, Secondary Education / Am History
Nestor M. Miranda Nestor M. Miranda's JPMorgan Securities LLC Experience June 2012 - January 2014
Job Vice President | Private Client Advisor | JPMorgan Chase Bank, NA
Industry Financial Services
Experience
JPMorgan Chase Bank, NA February 2014 - Present
JPMorgan Securities LLC June 2012 - January 2014
JPMorgan Chase Bank November 2009 - June 2012
Miranda Realty Corp May 2001 - November 2009
Education
Broward Community College 1995 — 1997
Business Administration and Management, General
Coral Springs High 1991 — 1995
JPMorgan Chase Bank, NA February 2014 - Present
JPMorgan Securities LLC June 2012 - January 2014
JPMorgan Chase Bank November 2009 - June 2012
Miranda Realty Corp May 2001 - November 2009
Education
Broward Community College 1995 — 1997
Business Administration and Management, General
Coral Springs High 1991 — 1995
Jason Amato's JPMorgan Securities LLC Experience May 1999 - Present
Job Executive DirectorMarket Director at J.P. Morgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC May 1999 - Present
Education
Eastern Illinois University 1993 — 1998
Bachelor's degree, Finance
JPMorgan Securities LLC May 1999 - Present
Education
Eastern Illinois University 1993 — 1998
Bachelor's degree, Finance
Tra Talley Tra Talley's JPMorgan Securities LLC Experience January 2011 - Present
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. July 2014 - Present
JPMorgan Securities LLC January 2011 - Present
Edward Jones January 2009 - April 2012
First American Title January 2007 - January 2008
Education
Northwood University - Richard DeVos Graduate School of Management 2005 — 2007
Master of Business Administration (M.B.A.), Finance, Business Leadership
Northwood University
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
JPMorgan Chase Bank, N.A. July 2014 - Present
JPMorgan Securities LLC January 2011 - Present
Edward Jones January 2009 - April 2012
First American Title January 2007 - January 2008
Education
Northwood University - Richard DeVos Graduate School of Management 2005 — 2007
Master of Business Administration (M.B.A.), Finance, Business Leadership
Northwood University
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Adam DeVolder's JPMorgan Securities LLC Experience April 2014 - Present
Job VP Financial Advisor
Industry Financial Services
Experience
JPMorgan Securities LLC April 2014 - Present
JPMorgan Chase January 2014 - April 2014
JPMorgan Chase December 2011 - January 2014
Edward Jones November 2009 - December 2011
Education
Indiana University - Kelley School of Business 2005 — 2009
B.S., Marketing
JPMorgan Securities LLC April 2014 - Present
JPMorgan Chase January 2014 - April 2014
JPMorgan Chase December 2011 - January 2014
Edward Jones November 2009 - December 2011
Education
Indiana University - Kelley School of Business 2005 — 2009
B.S., Marketing
Perry Jeffries III's JPMorgan Securities LLC Experience January 2009 - May 2012
Job President at Phynancially Fit Wealth Management
Industry Financial Services
Experience
Phy-nancially Fit Wealth Management September 2014 - Present
Phy-nancially Fit LLC April 2013 - Present
JPMorgan Chase Bank, NA April 2014 - July 2014
JPMorgan Securities May 2012 - March 2014
JPMorgan Securities LLC January 2009 - May 2012
UBS 2004 - 2009
Lifetime Fitness 2000 - 2003
Skills
Investments, Series 7, Retirement, Finance, Mutual Funds, Series 63, Securities, Wealth Management, Mortgage Lending, Strategic Financial..., Fixed Annuities, Loans, Financial Analysis, Estate Planning, Portfolio Management, Insurance, Financial Modeling, Financial Advisory, Asset Allocation, Retirement Planning, Investment Advisory, Asset Managment, Pensions
Education
Tennessee State University 1997 — 1999
Bachelor of Science (BS), Mathematics and Biology
Genesee Community College 1995 — 1997
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Howard University 1994 — 1995
Phy-nancially Fit Wealth Management September 2014 - Present
Phy-nancially Fit LLC April 2013 - Present
JPMorgan Chase Bank, NA April 2014 - July 2014
JPMorgan Securities May 2012 - March 2014
JPMorgan Securities LLC January 2009 - May 2012
UBS 2004 - 2009
Lifetime Fitness 2000 - 2003
Skills
Investments, Series 7, Retirement, Finance, Mutual Funds, Series 63, Securities, Wealth Management, Mortgage Lending, Strategic Financial..., Fixed Annuities, Loans, Financial Analysis, Estate Planning, Portfolio Management, Insurance, Financial Modeling, Financial Advisory, Asset Allocation, Retirement Planning, Investment Advisory, Asset Managment, Pensions
Education
Tennessee State University 1997 — 1999
Bachelor of Science (BS), Mathematics and Biology
Genesee Community College 1995 — 1997
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Howard University 1994 — 1995
Claudio Villarroel Claudio Villarroel's JPMorgan Securities LLC Experience April 2014 - Present
Job Financial Advisor Associate Vice President Investments at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC April 2014 - Present
Wells Fargo Advisors October 2010 - April 2014
Wells Fargo July 2006 - October 2010
Wells Fargo February 2005 - June 2006
Education
San Diego State University-California State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Universidad de la Frontera, Chile 1999 — 2004
Bachelors of Science in Economics and Commercial Engineering, Business/Managerial Economics
American Field Service (AFS) - Exchange Student USA 1996 — 1997
Foreign Exchange Student
JPMorgan Securities LLC April 2014 - Present
Wells Fargo Advisors October 2010 - April 2014
Wells Fargo July 2006 - October 2010
Wells Fargo February 2005 - June 2006
Education
San Diego State University-California State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Universidad de la Frontera, Chile 1999 — 2004
Bachelors of Science in Economics and Commercial Engineering, Business/Managerial Economics
American Field Service (AFS) - Exchange Student USA 1996 — 1997
Foreign Exchange Student
Mina Consarino's JPMorgan Securities LLC Experience August 2010 - July 2014
Job FVP Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2014 - Present
JPMorgan Securities, LLC August 2010 - July 2014
JPMorgan Securities, LLC August 2010 - July 2014
Merrill Lynch February 2008 - August 2010
Education
Libera Università di Lingue e Comunicazione IULM
master, communication
Wells Fargo Advisors, LLC August 2014 - Present
JPMorgan Securities, LLC August 2010 - July 2014
JPMorgan Securities, LLC August 2010 - July 2014
Merrill Lynch February 2008 - August 2010
Education
Libera Università di Lingue e Comunicazione IULM
master, communication
Marty Mullins Marty Mullins's JPMorgan Securities LLC Experience May 2015 - Present
Job Financial Advisor Associate
Industry Financial Services
Experience
JPMorgan Securities, LLC May 2015 - Present
JPMorgan Chase Bank, n.a. April 2012 - May 2015
Bank of America February 2011 - April 2012
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Science (BS), Business Economics
Loyola Marymount University 2006 — 2007
JPMorgan Securities, LLC May 2015 - Present
JPMorgan Chase Bank, n.a. April 2012 - May 2015
Bank of America February 2011 - April 2012
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Science (BS), Business Economics
Loyola Marymount University 2006 — 2007
Jorge Tijerino Jorge Tijerino's JPMorgan Securities LLC Experience April 2014 - Present
Job Financial Advisor at JPMorgan Securities LLC
Industry Banking
Experience
JPMorgan Securities LLC April 2014 - Present
Wells Fargo September 2013 - April 2014
SunTrust Investment Services September 2011 - September 2013
U.S.Century Bank December 2010 - September 2011
JP Morgan Chase January 2004 - November 2010
Education
Florida International University - College of Business 2013 — 2015
Master of Business Administration (MBA)
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
JPMorgan Securities LLC April 2014 - Present
Wells Fargo September 2013 - April 2014
SunTrust Investment Services September 2011 - September 2013
U.S.Century Bank December 2010 - September 2011
JP Morgan Chase January 2004 - November 2010
Education
Florida International University - College of Business 2013 — 2015
Master of Business Administration (MBA)
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Karim Morgan Karim Morgan's JPMorgan Securities LLC Experience July 2011 - Present
Job Vice President Investments, Financial Advisor
Industry Financial Services
Experience
JPMorgan Securities LLC July 2011 - Present
JPMorgan Chase & Co. October 2005 - July 2011
Skills
Microsoft Office, Finance, Investments, Financial Services, Public Speaking, Fixed Income, Mutual Funds, Sales, Research, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Financial Analysis, Leadership, Management
Education
St. John's University
JPMorgan Securities LLC July 2011 - Present
JPMorgan Chase & Co. October 2005 - July 2011
Skills
Microsoft Office, Finance, Investments, Financial Services, Public Speaking, Fixed Income, Mutual Funds, Sales, Research, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Financial Analysis, Leadership, Management
Education
St. John's University
Chris Jacobson Chris Jacobson's JPMorgan Securities LLC Experience May 2011 - March 2014
Job Financial Advisor at US Bancorp Investments Inc.
Industry Financial Services
Experience
US Bancorp Investments March 2014 - Present
JPMorgan Securities LLC May 2011 - March 2014
JPMorgan Chase May 2010 - May 2011
AXA Advisors May 2009 - May 2010
Skills
Retirement Planning, Holistic Financial..., Personal Tax Planning, Estate Planning, Asset Allocation, Investments, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Life Insurance, IRAs, Roth IRA, 529 Plans, 401k Rollovers, Series 7
Education
University of Portland 2002 — 2006
B. A., Political Science
Minnesota State University, Mankato 2006 — 2008
Psychology of Sport
US Bancorp Investments March 2014 - Present
JPMorgan Securities LLC May 2011 - March 2014
JPMorgan Chase May 2010 - May 2011
AXA Advisors May 2009 - May 2010
Skills
Retirement Planning, Holistic Financial..., Personal Tax Planning, Estate Planning, Asset Allocation, Investments, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Life Insurance, IRAs, Roth IRA, 529 Plans, 401k Rollovers, Series 7
Education
University of Portland 2002 — 2006
B. A., Political Science
Minnesota State University, Mankato 2006 — 2008
Psychology of Sport
Jacqueline Kwan Jacqueline Kwan's JPMorgan Securities LLC Experience March 2015 - Present
Job VP Financial Advisor Associate at JPMorgan Securities LLC
Industry Investment Banking
Experience
JPMorgan Securities LLC March 2015 - Present
JPMorgan Chase Bank, N.A. August 2012 - February 2015
Bank of America February 2011 - August 2012
Bank of America August 2008 - February 2011
Skills
Retail Banking, Credit, Finance, Customer Service, Investments, Banking, Consumer Lending, Graphic Design, Sales, Financial Services, Cross Selling, Loans, Small Business Lending, Branch Banking, Commercial Banking, Commercial Lending, Portfolio Management, Risk Management, Financial Analysis, Mutual Funds
Education
San Jose State University 2006 — 2009
B.A, Child and Adolescent Development
San Jose State University 2006 — 2009
B.A, Art; Design Studies
JPMorgan Securities LLC March 2015 - Present
JPMorgan Chase Bank, N.A. August 2012 - February 2015
Bank of America February 2011 - August 2012
Bank of America August 2008 - February 2011
Skills
Retail Banking, Credit, Finance, Customer Service, Investments, Banking, Consumer Lending, Graphic Design, Sales, Financial Services, Cross Selling, Loans, Small Business Lending, Branch Banking, Commercial Banking, Commercial Lending, Portfolio Management, Risk Management, Financial Analysis, Mutual Funds
Education
San Jose State University 2006 — 2009
B.A, Child and Adolescent Development
San Jose State University 2006 — 2009
B.A, Art; Design Studies
Matthew Kee Matthew Kee's JPMorgan Securities LLC Experience January 2013 - January 2014
Job Vice President at Upper Room Technology, MBA/MSEI Candidate at Indiana University Kelley School of Business
Industry Financial Services
Experience
Upper Room Technology January 2014 - Present
JPMorgan Securities LLC January 2013 - January 2014
JPMorgan Chase June 2011 - December 2012
Investortools, Inc. 2008 - 2009
Skills
Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Customer Service, Fixed Income, PowerPoint, Portfolio Management, Microsoft Word, Outlook, Data Analysis, Teamwork, Budgets, Project Management, Business Development, Spanish, Securities, Banking
Education
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.), Masters of Science of Entrepreneurship and Innovation
Olivet Nazarene University 2007 — 2011
Bachelor's Degree, International Business/Spanish, Suma Cum Laude
International Business Institute
Latin American Studies Program
Spanish Advanced Language and Literature
Upper Room Technology January 2014 - Present
JPMorgan Securities LLC January 2013 - January 2014
JPMorgan Chase June 2011 - December 2012
Investortools, Inc. 2008 - 2009
Skills
Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Customer Service, Fixed Income, PowerPoint, Portfolio Management, Microsoft Word, Outlook, Data Analysis, Teamwork, Budgets, Project Management, Business Development, Spanish, Securities, Banking
Education
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.), Masters of Science of Entrepreneurship and Innovation
Olivet Nazarene University 2007 — 2011
Bachelor's Degree, International Business/Spanish, Suma Cum Laude
International Business Institute
Latin American Studies Program
Spanish Advanced Language and Literature
Ricky Siu Ricky Siu's JPMorgan Securities LLC Experience August 2013 - November 2013
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors LLC January 2015 - Present
Wells Fargo Bank, NA June 2007 - January 2015
JPMorgan Securities LLC August 2013 - November 2013
Sprint Nextel February 2004 - April 2007
Circuit City February 2003 - February 2004
The Good Guys August 1996 - November 2002
Skills
Sales, Customer Service, Marketing, Sales Management, Team Building, Management, Life Insurance, Microsoft Excel, Microsoft Office, Coaching, Merchandising, Marketing Strategy, Budgets, Strategic Planning, Advertising, Microsoft Word, PowerPoint, Financial Advisory, Store Management
Education
University of Phoenix
Bachelors of Science in Business, Marketing
Wells Fargo Advisors LLC January 2015 - Present
Wells Fargo Bank, NA June 2007 - January 2015
JPMorgan Securities LLC August 2013 - November 2013
Sprint Nextel February 2004 - April 2007
Circuit City February 2003 - February 2004
The Good Guys August 1996 - November 2002
Skills
Sales, Customer Service, Marketing, Sales Management, Team Building, Management, Life Insurance, Microsoft Excel, Microsoft Office, Coaching, Merchandising, Marketing Strategy, Budgets, Strategic Planning, Advertising, Microsoft Word, PowerPoint, Financial Advisory, Store Management
Education
University of Phoenix
Bachelors of Science in Business, Marketing
Serife Angie Kalfa Serife Angie Kalfa's JPMorgan Securities LLC Experience June 2013 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
JPMorgan Securities LLC June 2013 - Present
JPMORGAN CHASE & Co February 2010 - June 2013
Bank of America June 2008 - September 2008
Diamond Electric April 2005 - July 2007
NESTLÉ October 2001 - March 2005
Boehringer Ingelheim Pharmaceuticals September 1999 - July 2001
Skills
Investments, Banking, Competitive Analysis, Strategic Financial..., Market Analysis, Sales, Financial Analysis, Wealth Management, Series 63, Business Strategy, Series 6, New York State Life..., Cold Calling, Series7, CCAR, Regulatory Reporting
Education
Emory University - Goizueta Business School 2007 — 2009
Master of Business Administration, Accounting and Finance
Middle East Technical University 1994 — 1999
Bachelor of Science, Economics
Morgan Stanley April 2014 - Present
JPMorgan Securities LLC June 2013 - Present
JPMORGAN CHASE & Co February 2010 - June 2013
Bank of America June 2008 - September 2008
Diamond Electric April 2005 - July 2007
NESTLÉ October 2001 - March 2005
Boehringer Ingelheim Pharmaceuticals September 1999 - July 2001
Skills
Investments, Banking, Competitive Analysis, Strategic Financial..., Market Analysis, Sales, Financial Analysis, Wealth Management, Series 63, Business Strategy, Series 6, New York State Life..., Cold Calling, Series7, CCAR, Regulatory Reporting
Education
Emory University - Goizueta Business School 2007 — 2009
Master of Business Administration, Accounting and Finance
Middle East Technical University 1994 — 1999
Bachelor of Science, Economics
Carlos Rojas Jr. Carlos Rojas Jr.'s JPMorgan Securities LLC Experience November 2011 - Present
Job Private Client Advisor JP Morgan Chase Bank, N.A
Industry Financial Services
Experience
JPMorgan Securities LLC November 2011 - Present
Edward Jones March 2008 - March 2012
Prudential Real Estate October 2006 - April 2008
RE/MAX March 2004 - December 2007
Skills
Brokerage, Finance, Investors, Investments, Financial Analysis, Referrals, Sales, Retirement, Investment Properties, Insurance, Real Estate
Education
California State University, San Bernardino 2006 — 2008
Bachelors of Science, Business Administration with Concentration in Finance
California State University-San Bernardino - College of Business and Public Administration 2006 — 2008
Business, Finance
JPMorgan Securities LLC November 2011 - Present
Edward Jones March 2008 - March 2012
Prudential Real Estate October 2006 - April 2008
RE/MAX March 2004 - December 2007
Skills
Brokerage, Finance, Investors, Investments, Financial Analysis, Referrals, Sales, Retirement, Investment Properties, Insurance, Real Estate
Education
California State University, San Bernardino 2006 — 2008
Bachelors of Science, Business Administration with Concentration in Finance
California State University-San Bernardino - College of Business and Public Administration 2006 — 2008
Business, Finance
Craig Pruett's JPMorgan Securities LLC Experience September 2012 - September 2014
Job Managing Director Northeast Regional Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC September 2014 - Present
JPMorgan Securities LLC September 2012 - September 2014
MorganStanley SmithBarney LLC December 2005 - September 2012
Dreyfus Service Corp. 1997 - 2005
Glen Rauch Securities 1987 - 1997
Education
Ithaca College
Bachelor of Science, Business Mgmt.
JP Morgan Securities LLC September 2014 - Present
JPMorgan Securities LLC September 2012 - September 2014
MorganStanley SmithBarney LLC December 2005 - September 2012
Dreyfus Service Corp. 1997 - 2005
Glen Rauch Securities 1987 - 1997
Education
Ithaca College
Bachelor of Science, Business Mgmt.
Conor Flynn, CFA's JPMorgan Securities LLC Experience 2006 - 2011
Job Vice President at JPMorgan
Industry Investment Management
Experience
JPMorgan Asset Management February 2011 - Present
JPMorgan Securities LLC 2006 - 2011
Skills
Derivatives, Equities, Equity Derivatives, Fixed Income, Investments, Bloomberg, Financial Markets, Asset Management, Investment Management, Capital Markets, Financial Analysis, Risk Management, Series 7, Options, Portfolio Management, Series 63, Credit Risk, Bonds, Separately Managed..., Equity Trading, Asset Allocation, Equity Research, Equity Valuation, Trading, Chartered Financial..., Attribution, Modern Portfolio Theory
Education
The Catholic University of America 2000 — 2004
Bachelor's Degree, Finance, General
JPMorgan Asset Management February 2011 - Present
JPMorgan Securities LLC 2006 - 2011
Skills
Derivatives, Equities, Equity Derivatives, Fixed Income, Investments, Bloomberg, Financial Markets, Asset Management, Investment Management, Capital Markets, Financial Analysis, Risk Management, Series 7, Options, Portfolio Management, Series 63, Credit Risk, Bonds, Separately Managed..., Equity Trading, Asset Allocation, Equity Research, Equity Valuation, Trading, Chartered Financial..., Attribution, Modern Portfolio Theory
Education
The Catholic University of America 2000 — 2004
Bachelor's Degree, Finance, General
Den Dhepyasuwan's JPMorgan Securities LLC Experience December 2002 - March 2014
Job Private Client AdvisorVice President at CHASE PRIVATE CLIENT
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2014 - Present
JPMorgan Securities LLC December 2002 - March 2014
J.P. Morgan February 2012 - December 2012
Coldwell Banker September 2001 - June 2003
TD Waterhouse March 2000 - August 2001
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Risk Management, Wealth Management, Equities, Series 63, Alternative Investments, Capital Markets, Investment Management, Fixed Income, Bloomberg, Trading, Options, Derivatives, Series 24, Asset Managment, FINRA, Electronic Trading, Uniform Combined State..., Series 66
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance
University of Illinois at Chicago 1995 — 1998
Certificate, International Business
Southern Illinois University, Carbondale 1993 — 1995
JPMorgan Chase Bank, N.A. March 2014 - Present
JPMorgan Securities LLC December 2002 - March 2014
J.P. Morgan February 2012 - December 2012
Coldwell Banker September 2001 - June 2003
TD Waterhouse March 2000 - August 2001
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Risk Management, Wealth Management, Equities, Series 63, Alternative Investments, Capital Markets, Investment Management, Fixed Income, Bloomberg, Trading, Options, Derivatives, Series 24, Asset Managment, FINRA, Electronic Trading, Uniform Combined State..., Series 66
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance
University of Illinois at Chicago 1995 — 1998
Certificate, International Business
Southern Illinois University, Carbondale 1993 — 1995
Damon Chinn's JPMorgan Securities LLC Experience November 2011 - Present
Job Registered Sales Associate
Industry Financial Services
Experience
JPMorgan Securities LLC November 2011 - Present
Oppenheimer & Co., Inc. September 2007 - May 2010
RBC Dain Rauscher August 2000 - September 2007
Education
University of California, Irvine 1997 — 2000
JPMorgan Securities LLC November 2011 - Present
Oppenheimer & Co., Inc. September 2007 - May 2010
RBC Dain Rauscher August 2000 - September 2007
Education
University of California, Irvine 1997 — 2000
Nicholas DeNicolo's JPMorgan Securities LLC Experience May 2015 - Present
Job Financial Advisor at JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC May 2015 - Present
JPMorgan Chase Bank, N.A. July 2013 - April 2015
JPMorgan Chase Bank, N.A. August 2012 - June 2013
JPMorgan Chase Bank, N.A. November 2010 - July 2012
Accenture July 2010 - November 2010
Accenture June 2007 - June 2010
Cochrane Enterprises 2006 - 2007
Education
University of Illinois at Urbana-Champaign
Bachelor's degree
JPMorgan Securities, LLC May 2015 - Present
JPMorgan Chase Bank, N.A. July 2013 - April 2015
JPMorgan Chase Bank, N.A. August 2012 - June 2013
JPMorgan Chase Bank, N.A. November 2010 - July 2012
Accenture July 2010 - November 2010
Accenture June 2007 - June 2010
Cochrane Enterprises 2006 - 2007
Education
University of Illinois at Urbana-Champaign
Bachelor's degree
Mike Tenore's JPMorgan Securities LLC Experience October 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
JPMorgan Securities LLC October 2010 - Present
JPMorgan Chase November 2005 - September 2010
JPMorgan Chase June 2003 - October 2005
Education
Arizona State University 1997 — 2001
JPMorgan Securities LLC October 2010 - Present
JPMorgan Chase November 2005 - September 2010
JPMorgan Chase June 2003 - October 2005
Education
Arizona State University 1997 — 2001
Todd Downerd's JPMorgan Securities LLC Experience June 2011 - Present
Job V.P. Investments, Financial Advisor, JP Morgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC June 2011 - Present
Edward Jones January 2004 - June 2011
Cumulus Broadcasting June 1993 - June 2003
Education
Bowling Green State University 1989 — 1993
Lake High School
JPMorgan Securities LLC June 2011 - Present
Edward Jones January 2004 - June 2011
Cumulus Broadcasting June 1993 - June 2003
Education
Bowling Green State University 1989 — 1993
Lake High School
Marilou Menezes's JPMorgan Securities LLC Experience January 1986 - Present
Job Division Manager/Executive Director/JPMorgan Securities LLC
Industry Banking
Experience
JPMorgan Securities LLC January 1986 - Present
Skills
Financial Modeling, Commercial Banking, Budgets, Accounting, Commercial Lending, Loans, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
University of Mumbai
Master of Education (M.Ed.), Education
University of Mumbai
Master of Arts (M.A.), English Literature/Psychology
JPMorgan Securities LLC January 1986 - Present
Skills
Financial Modeling, Commercial Banking, Budgets, Accounting, Commercial Lending, Loans, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
University of Mumbai
Master of Education (M.Ed.), Education
University of Mumbai
Master of Arts (M.A.), English Literature/Psychology
Brett Longfield's JPMorgan Securities LLC Experience August 2012 - Present
Job Market Director at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC August 2012 - Present
Morgan Stanley Smith Barney January 2011 - August 2012
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley June 2006 - October 2009
Morgan Stanley 2005 - 2006
Presidio Financial Partners 2003 - 2006
C.E. Unterberg, Towbin 2001 - 2003
Montgomery Securities 1997 - 2000
Education
University of Southern California 1993 — 1997
Bachelor of Arts (B.A.), Communication, General
Redwood High School 1989 — 1993
diploma
JPMorgan Securities LLC August 2012 - Present
Morgan Stanley Smith Barney January 2011 - August 2012
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley June 2006 - October 2009
Morgan Stanley 2005 - 2006
Presidio Financial Partners 2003 - 2006
C.E. Unterberg, Towbin 2001 - 2003
Montgomery Securities 1997 - 2000
Education
University of Southern California 1993 — 1997
Bachelor of Arts (B.A.), Communication, General
Redwood High School 1989 — 1993
diploma
Dan Reece's JPMorgan Securities LLC Experience March 2011 - August 2014
Job Financial Advisor at BMO Financial Group
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc. August 2014 - Present
JPMorgan Securities LLC March 2011 - August 2014
Stifel Nicolaus July 2010 - March 2011
Morgan Stanley Smith Barney January 2007 - June 2010
Education
Northern Illinois University 1999 — 2002
BS, Marketing
BMO Harris Financial Advisors, Inc. August 2014 - Present
JPMorgan Securities LLC March 2011 - August 2014
Stifel Nicolaus July 2010 - March 2011
Morgan Stanley Smith Barney January 2007 - June 2010
Education
Northern Illinois University 1999 — 2002
BS, Marketing
Craig Steury's JPMorgan Securities LLC Experience April 2014 - Present
Job VP Financial Advisor
Industry Financial Services
Experience
JPMorgan Securities LLC April 2014 - Present
Velocity Systems LLC January 2009 - July 2012
Autonomy Virage June 2008 - March 2010
Siemens Intelligent Video January 2005 - July 2008
Cloud Computing Start-up August 2002 - January 2004
Computer Associates August 1998 - August 2002
Microtest August 1994 - August 1998
Education
The University of Texas at Austin 1985 — 1989
Bachelor of Arts, Sociology
JPMorgan Securities LLC April 2014 - Present
Velocity Systems LLC January 2009 - July 2012
Autonomy Virage June 2008 - March 2010
Siemens Intelligent Video January 2005 - July 2008
Cloud Computing Start-up August 2002 - January 2004
Computer Associates August 1998 - August 2002
Microtest August 1994 - August 1998
Education
The University of Texas at Austin 1985 — 1989
Bachelor of Arts, Sociology
Brian Boccio's JPMorgan Securities LLC Experience March 2010 - September 2014
Job Director, Wealth Management at USAA
Industry Financial Services
Experience
USAA October 2014 - Present
JPMorgan Securities, LLC March 2010 - September 2014
Waddell & Reed May 2009 - March 2010
Banc of America Investments October 2007 - February 2009
Banc of America Investments September 2005 - October 2007
Smith Barney December 1997 - August 2005
Education
University of Nevada-Reno
USAA October 2014 - Present
JPMorgan Securities, LLC March 2010 - September 2014
Waddell & Reed May 2009 - March 2010
Banc of America Investments October 2007 - February 2009
Banc of America Investments September 2005 - October 2007
Smith Barney December 1997 - August 2005
Education
University of Nevada-Reno
Elias Davis's JPMorgan Securities LLC Experience December 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
JPMORGAN SECURITIES, LLC December 2010 - Present
Education
Prairie View A&M University 1986 — 1992
Bachelor of Science, Industrial Technology
JPMORGAN SECURITIES, LLC December 2010 - Present
Education
Prairie View A&M University 1986 — 1992
Bachelor of Science, Industrial Technology
Michael Cascio's JPMorgan Securities LLC Experience April 2011 - August 2013
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. August 2013 - Present
JPMorgan Securities LLC April 2011 - August 2013
HRBDx Inc January 2010 - April 2011
Bank of America, Global Wealth & Investment Management June 2008 - June 2009
JPMorgan Chase October 2003 - June 2008
American Express Financial Advisors October 2002 - November 2003
Education
Hofstra University 1998 — 2002
Bachelor of Business Administration Degree, Banking and Finance
Saint Francis Preperatory 1994 — 1998
General Studies
JPMorgan Chase Bank, N.A. August 2013 - Present
JPMorgan Securities LLC April 2011 - August 2013
HRBDx Inc January 2010 - April 2011
Bank of America, Global Wealth & Investment Management June 2008 - June 2009
JPMorgan Chase October 2003 - June 2008
American Express Financial Advisors October 2002 - November 2003
Education
Hofstra University 1998 — 2002
Bachelor of Business Administration Degree, Banking and Finance
Saint Francis Preperatory 1994 — 1998
General Studies
Nathaniel Goldenberg, CFP®'s JPMorgan Securities LLC Experience July 2006 - October 2013
Job Rockport Global Advisors, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC July 2006 - October 2013
GunnAllen Financial February 2005 - June 2006
Skills
Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Financial Markets, Finance, Series 7, Securities, Financial Services, Investments, Asset Management, Banking
Education
University of South Florida 2000 — 2004
Bachelor’s Degree, Political Science, Graduate of the USF Honors College
JPMorgan Securities, LLC July 2006 - October 2013
GunnAllen Financial February 2005 - June 2006
Skills
Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Financial Markets, Finance, Series 7, Securities, Financial Services, Investments, Asset Management, Banking
Education
University of South Florida 2000 — 2004
Bachelor’s Degree, Political Science, Graduate of the USF Honors College
Carla Martinez's JPMorgan Securities LLC Experience May 1995 - Present
Job Vice President at JPMorgan Securities, LLC
Industry Investment Management
Experience
JPMorgan Securities, LLC May 1995 - Present
First Union National Bank April 1993 - May 1995
Education
Northwestern University - Kellogg School of Management 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
University of Florida 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Securities, LLC May 1995 - Present
First Union National Bank April 1993 - May 1995
Education
Northwestern University - Kellogg School of Management 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
University of Florida 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Tim Grumley's JPMorgan Securities LLC Experience October 2012 - Present
Job Executive Director Market Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC October 2012 - Present
JP Morgan Securities, LLC March 2009 - October 2012
Chase Investment Services Corp. September 2006 - April 2009
Citizens Bank November 2004 - September 2006
New York Life Insurance Company July 2003 - December 2004
Education
Binghamton University 2001 — 2003
Canandaigua Academy 1995 — 1999
JPMorgan Securities, LLC October 2012 - Present
JP Morgan Securities, LLC March 2009 - October 2012
Chase Investment Services Corp. September 2006 - April 2009
Citizens Bank November 2004 - September 2006
New York Life Insurance Company July 2003 - December 2004
Education
Binghamton University 2001 — 2003
Canandaigua Academy 1995 — 1999
Grant Trobaugh's JPMorgan Securities LLC Experience 2011 - 2013
Job Private Client Advisor at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA September 2013 - Present
JPMorgan Securities LLC 2011 - 2013
JPMorgan Chase Bank, NA October 2009 - May 2011
Education
Central Michigan University 1981 — 1983
MA, Business
United States Military Academy at West Point 1974 — 1978
BS, Engineering
JP Morgan Chase Bank NA September 2013 - Present
JPMorgan Securities LLC 2011 - 2013
JPMorgan Chase Bank, NA October 2009 - May 2011
Education
Central Michigan University 1981 — 1983
MA, Business
United States Military Academy at West Point 1974 — 1978
BS, Engineering
James Moulton's JPMorgan Securities LLC Experience May 2010 - May 2014
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2014 - Present
JPMorgan Securities LLC May 2010 - May 2014
Education
Marquette University
JP Morgan Chase Bank N.A. June 2014 - Present
JPMorgan Securities LLC May 2010 - May 2014
Education
Marquette University
Judy Vazquez's JPMorgan Securities LLC Experience June 2011 - Present
Job
Industry Financial Services
Experience
J.P. Morgan Private Bank October 2014 - Present
JPMorgan Securities LLC June 2011 - Present
J.P. Morgan January 2005 - May 2011
Edward Jones June 2003 - October 2004
Education
University of Illinois at Urbana-Champaign - College of Business
J.P. Morgan Private Bank October 2014 - Present
JPMorgan Securities LLC June 2011 - Present
J.P. Morgan January 2005 - May 2011
Edward Jones June 2003 - October 2004
Education
University of Illinois at Urbana-Champaign - College of Business
Adam Parente's JPMorgan Securities LLC Experience April 2012 - Present
Job Vice President JP Morgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC April 2012 - Present
Morgan Stanley Smith Barney August 2010 - March 2012
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2009
MBA, Finance
JPMorgan Securities LLC April 2012 - Present
Morgan Stanley Smith Barney August 2010 - March 2012
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2009
MBA, Finance
Duan Jackson's JPMorgan Securities LLC Experience October 2012 - April 2015
Job Branch Manager at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. April 2015 - Present
JPMorgan Chase April 2013 - April 2015
JPMorgan Securities LLC October 2012 - April 2015
JPMorgan Chase Bank November 2010 - October 2012
Bank of America March 2006 - November 2010
Education
Georgia State University 2006 — 2011
Bachelor's, Finance
University of Florida
JPMorgan Chase Bank, N.A. April 2015 - Present
JPMorgan Chase April 2013 - April 2015
JPMorgan Securities LLC October 2012 - April 2015
JPMorgan Chase Bank November 2010 - October 2012
Bank of America March 2006 - November 2010
Education
Georgia State University 2006 — 2011
Bachelor's, Finance
University of Florida
Omar Ibarra's JPMorgan Securities LLC Experience June 2012 - Present
Job Financial Advisor at JPMorgan Securities LLC
Industry Financial Services
Sumair Hassan's JPMorgan Securities LLC Experience August 2011 - July 2013
Job Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. August 2013 - Present
Curri-Ezee Gourmet Foods 2006 - July 2014
JPMorgan Securities LLC August 2011 - July 2013
Chase Investment Services May 2010 - July 2011
Zones 2004 - 2006
Summit Computers 2003 - 2004
The Home Depot 2002 - 2004
Voodoo PC 1997 - 2002
Education
Green River Community College 2002 — 2004
Computer/Electrical Engineering
JPMorgan Chase Bank, N.A. August 2013 - Present
Curri-Ezee Gourmet Foods 2006 - July 2014
JPMorgan Securities LLC August 2011 - July 2013
Chase Investment Services May 2010 - July 2011
Zones 2004 - 2006
Summit Computers 2003 - 2004
The Home Depot 2002 - 2004
Voodoo PC 1997 - 2002
Education
Green River Community College 2002 — 2004
Computer/Electrical Engineering
Madison Withers's JPMorgan Securities LLC Experience 2015 - Present
Job Financial Advisor Associate
Industry Financial Services
Experience
JPMorgan Securities LLC 2015 - Present
Webber Chase March 2010 - 2012
Education
University of Oklahoma
BS, Economics
University of Oklahoma
BA, Public Relaions
Georgetown University
The Fund for American Studies, Engalitcheff Institute on Comparative Political and Economic Systems
JPMorgan Securities LLC 2015 - Present
Webber Chase March 2010 - 2012
Education
University of Oklahoma
BS, Economics
University of Oklahoma
BA, Public Relaions
Georgetown University
The Fund for American Studies, Engalitcheff Institute on Comparative Political and Economic Systems
James Cavitt's JPMorgan Securities LLC Experience March 2015 - Present
Job VP Financial Advisor at JPMorgan Securities LLC
Industry Banking
Experience
JPMorgan Securities LLC March 2015 - Present
JPMorgan Chase & Co. July 2011 - March 2015
SurePoint Lending / LendingTree Loans June 2010 - July 2011
Education
Murray State University 2007 — 2010
Bachelor's Degree, Business, 3.64/4.0, Magna Cum Luade
JPMorgan Securities LLC March 2015 - Present
JPMorgan Chase & Co. July 2011 - March 2015
SurePoint Lending / LendingTree Loans June 2010 - July 2011
Education
Murray State University 2007 — 2010
Bachelor's Degree, Business, 3.64/4.0, Magna Cum Luade
John Broccoli's JPMorgan Securities LLC Experience March 2013 - Present
Job Vice President
Industry Investment Management
Experience
JPMorgan Securities, LLC March 2013 - Present
Highbridge Capital Management, LLC May 2007 - March 2012
J.P. Morgan Securities, Inc February 2002 - May 2007
Paloma Partners Management Company November 1999 - February 2002
John Hancock Mutual Life Insurance Co January 1999 - May 1999
Merrill Lynch & Co., Inc August 1998 - December 1998
Skills
Equities, Hedge Funds, Options, Securities, Trading, Equity Trading, Capital Markets, Portfolio Management, Fixed Income, Derivatives, Account Reconciliation, Alternative Investments, Equity Derivatives, Investment Banking, Mutual Funds, Private Equity, Credit Derivatives, Prime Brokerage, Financial Services, Series 63, Risk Management, Investments, Electronic Trading, Venture Capital, Back Office, Economics, Series 7, Trading Systems, Asset Allocation, Bloomberg
Education
State University of New York at Albany
Bachelor of Science, Concentration in Finance/Management; Minor in Economics, Concentration GPA: 3.82
JPMorgan Securities, LLC March 2013 - Present
Highbridge Capital Management, LLC May 2007 - March 2012
J.P. Morgan Securities, Inc February 2002 - May 2007
Paloma Partners Management Company November 1999 - February 2002
John Hancock Mutual Life Insurance Co January 1999 - May 1999
Merrill Lynch & Co., Inc August 1998 - December 1998
Skills
Equities, Hedge Funds, Options, Securities, Trading, Equity Trading, Capital Markets, Portfolio Management, Fixed Income, Derivatives, Account Reconciliation, Alternative Investments, Equity Derivatives, Investment Banking, Mutual Funds, Private Equity, Credit Derivatives, Prime Brokerage, Financial Services, Series 63, Risk Management, Investments, Electronic Trading, Venture Capital, Back Office, Economics, Series 7, Trading Systems, Asset Allocation, Bloomberg
Education
State University of New York at Albany
Bachelor of Science, Concentration in Finance/Management; Minor in Economics, Concentration GPA: 3.82
Frank P. Ratini's JPMorgan Securities LLC Experience August 2013 - Present
Job Investment Service Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Securities LLC August 2013 - Present
JPMorgan Chase Bank N.A. May 2012 - August 2013
Northwestern Mutual June 2010 - April 2012
Skills
Business Relationship..., Financial Analysis, Insurance, Public Speaking, Financial Services, Investments, New Business Development, Leadership, Equities, Finance, Risk Management, Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Fixed Annuities, Financial Advisory, Financial Planning, Customer Service, Microsoft Office, Microsoft Excel
Education
Illinois State University 2007 — 2011
Bachelors of Science, Finance & Insurance
JPMorgan Securities LLC August 2013 - Present
JPMorgan Chase Bank N.A. May 2012 - August 2013
Northwestern Mutual June 2010 - April 2012
Skills
Business Relationship..., Financial Analysis, Insurance, Public Speaking, Financial Services, Investments, New Business Development, Leadership, Equities, Finance, Risk Management, Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Fixed Annuities, Financial Advisory, Financial Planning, Customer Service, Microsoft Office, Microsoft Excel
Education
Illinois State University 2007 — 2011
Bachelors of Science, Finance & Insurance
Harry Rim's JPMorgan Securities LLC Experience June 2010 - December 2013
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
JPMorgan Securities, LLC June 2010 - December 2013
Lesko Financial Services Inc. January 2009 - May 2009
Skills
Microsoft Excel, Sales, Accounting, Insurance, Mutual Funds, Microsoft Word, Due Diligence, Financial Analysis, Series 7, Series 63, Stocks, Investments, Options, Fixed Income, Portfolio Management, Equities, PowerPoint
Education
Binghamton University 2006 — 2010
BS, Financial Economics
Morgan Stanley September 2014 - Present
JPMorgan Securities, LLC June 2010 - December 2013
Lesko Financial Services Inc. January 2009 - May 2009
Skills
Microsoft Excel, Sales, Accounting, Insurance, Mutual Funds, Microsoft Word, Due Diligence, Financial Analysis, Series 7, Series 63, Stocks, Investments, Options, Fixed Income, Portfolio Management, Equities, PowerPoint
Education
Binghamton University 2006 — 2010
BS, Financial Economics
Derick Walters's JPMorgan Securities LLC Experience April 2015 - Present
Job VP Financial Advisor
Industry Financial Services
Experience
JPMorgan Securities LLC April 2015 - Present
Education
University of Kentucky 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Pikeville University 2000 — 2002
JPMorgan Securities LLC April 2015 - Present
Education
University of Kentucky 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Pikeville University 2000 — 2002
Bill Pauley's JPMorgan Securities LLC Experience November 2008 - October 2011
Job Portfolio Specialist Hartford Funds
Industry Financial Services
Experience
Hartford Funds January 2015 - Present
Hartford Funds July 2013 - January 2015
Wells Fargo Asset Management July 2012 - June 2013
Wells Fargo October 2011 - July 2012
JPMorgan Securities, llc November 2008 - October 2011
New England Financial March 2008 - October 2008
Skills
Series 7, Uniform Combined State..., Series 63, Wealth Management, Series 6, Series 65, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Variable Annuities, IRAs, Fixed Annuities, Investments, Financial Advisory, Asset Management, Portfolio Management
Education
Syracuse University 2000 — 2004
Bachelor of Arts
Hartford Funds January 2015 - Present
Hartford Funds July 2013 - January 2015
Wells Fargo Asset Management July 2012 - June 2013
Wells Fargo October 2011 - July 2012
JPMorgan Securities, llc November 2008 - October 2011
New England Financial March 2008 - October 2008
Skills
Series 7, Uniform Combined State..., Series 63, Wealth Management, Series 6, Series 65, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Variable Annuities, IRAs, Fixed Annuities, Investments, Financial Advisory, Asset Management, Portfolio Management
Education
Syracuse University 2000 — 2004
Bachelor of Arts
Penelope Brim's JPMorgan Securities LLC Experience May 2012 - May 2013
Job Executive Assistant at JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan Asset Management June 2013 - Present
JPMorgan Securities LLC May 2012 - May 2013
JPMorgan Securities LLC June 2004 - May 2012
Xansa September 2000 - August 2003
Africa America Institute September 1999 - September 2000
Skills
Word, Excel, PowerPoint, Software Documentation, Human Resources, Recruiting, Administrative..., Employee Relations, Payroll, Management, Spreadsheets, Outlook, Marketing, Databases, Policy, Microsoft Office, Research, Customer Service, Microsoft Word, Microsoft Excel, Analysis, Financial Analysis, Office Management, Project Management, Lotus Notes
Education
Augusta Technical Institute 1989 — 1990
Diploma, Business & Office Technology
Lucy C. Laney High School 1984 — 1988
High School Diploma
Hunter College
English
JPMorgan Asset Management June 2013 - Present
JPMorgan Securities LLC May 2012 - May 2013
JPMorgan Securities LLC June 2004 - May 2012
Xansa September 2000 - August 2003
Africa America Institute September 1999 - September 2000
Skills
Word, Excel, PowerPoint, Software Documentation, Human Resources, Recruiting, Administrative..., Employee Relations, Payroll, Management, Spreadsheets, Outlook, Marketing, Databases, Policy, Microsoft Office, Research, Customer Service, Microsoft Word, Microsoft Excel, Analysis, Financial Analysis, Office Management, Project Management, Lotus Notes
Education
Augusta Technical Institute 1989 — 1990
Diploma, Business & Office Technology
Lucy C. Laney High School 1984 — 1988
High School Diploma
Hunter College
English
Jeff Quinn's JPMorgan Securities LLC Experience 2010 - Present
Job VP Supervisory Manager JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC 2010 - Present
Merrill Lynch 2006 - 2010
Merrill Lynch 2006 - 2006
Merrill Lynch September 2003 - December 2005
Education
Monmouth University
Monmouth University
JPMorgan Securities LLC 2010 - Present
Merrill Lynch 2006 - 2010
Merrill Lynch 2006 - 2006
Merrill Lynch September 2003 - December 2005
Education
Monmouth University
Monmouth University
Laura Driver's JPMorgan Securities LLC Experience June 2007 - Present
Job Executive Director Market Director at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC June 2007 - Present
GCG Financial October 2004 - June 2007
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Securities LLC June 2007 - Present
GCG Financial October 2004 - June 2007
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance, General
Hannan Chowdhury's JPMorgan Securities LLC Experience December 2010 - Present
Job VP, Financial Advisor at JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC December 2010 - Present
JPMorgan Chase Bank April 2007 - November 2010
TD Bank formerly Commerce Bank June 2004 - March 2007
Education
City University of New York City College 2000 — 2004
Persuing B.A., Economics with specialization in Finance and Management
William Cullen Bryant High School 1996 — 2000
High School
JPMorgan Securities, LLC December 2010 - Present
JPMorgan Chase Bank April 2007 - November 2010
TD Bank formerly Commerce Bank June 2004 - March 2007
Education
City University of New York City College 2000 — 2004
Persuing B.A., Economics with specialization in Finance and Management
William Cullen Bryant High School 1996 — 2000
High School
Jason Pehl's JPMorgan Securities LLC Experience June 2015 - Present
Job Private Client Advisor at JPMORGAN SECURITIES LLC
Industry Financial Services
Experience
JPMORGAN SECURITIES LLC June 2015 - Present
JPMORGAN SECURITIES LLC June 2014 - Present
JPMORGAN CHASE BANK, N.A. April 2012 - Present
JPMORGAN CHASE BANK, N.A. August 2010 - April 2012
Primerica February 2008 - June 2010
Education
University of Houston 2007 — 2009
Rockdale High School 2002 — 2006
JPMORGAN SECURITIES LLC June 2015 - Present
JPMORGAN SECURITIES LLC June 2014 - Present
JPMORGAN CHASE BANK, N.A. April 2012 - Present
JPMORGAN CHASE BANK, N.A. August 2010 - April 2012
Primerica February 2008 - June 2010
Education
University of Houston 2007 — 2009
Rockdale High School 2002 — 2006
Shaun Pedroncelli's JPMorgan Securities LLC Experience July 2015 - Present
Job Financial Advisor Associate at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC July 2015 - Present
Education
California State University, Fresno
Bachelor's degree, Finance, General
JPMorgan Securities LLC July 2015 - Present
Education
California State University, Fresno
Bachelor's degree, Finance, General
George Trey Marucci III's JPMorgan Securities LLC Experience March 2012 - Present
Job Chief Financial Officer California
Industry Financial Services
Experience
Chase April 2014 - Present
JPMorgan Securities, LLC March 2012 - Present
JPMorgan Chase August 2010 - Present
The Pat McCrory Committee February 2008 - July 2008
The White House January 2007 - November 2007
Skills
Financial Modeling, Financial Analysis, Investments, Corporate Finance, Valuation, Portfolio Management, Asset Management, Series 7, Risk Management, Finance, Strategic Financial..., Securities, Bloomberg, Financial Services, Wealth Management, Financial Risk, Treasury Management, Asset Allocation, Investment Management, Financial Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Chase April 2014 - Present
JPMorgan Securities, LLC March 2012 - Present
JPMorgan Chase August 2010 - Present
The Pat McCrory Committee February 2008 - July 2008
The White House January 2007 - November 2007
Skills
Financial Modeling, Financial Analysis, Investments, Corporate Finance, Valuation, Portfolio Management, Asset Management, Series 7, Risk Management, Finance, Strategic Financial..., Securities, Bloomberg, Financial Services, Wealth Management, Financial Risk, Treasury Management, Asset Allocation, Investment Management, Financial Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Tamseel Fatema's JPMorgan Securities LLC Experience October 2014 - Present
Job Financial Advisor Associate at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC October 2014 - Present
JPMorgan Chase October 2010 - October 2014
SunTrust April 2008 - September 2010
Education
Mount Holyoke College 1998 — 2002
Bachelor of Arts (BA), Economics
JPMorgan Securities LLC October 2014 - Present
JPMorgan Chase October 2010 - October 2014
SunTrust April 2008 - September 2010
Education
Mount Holyoke College 1998 — 2002
Bachelor of Arts (BA), Economics
Robert Hoffpauir's JPMorgan Securities LLC Experience March 2010 - Present
Job Financial Advisor at JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC March 2010 - Present
Edward Jones February 2008 - March 2010
Education
Midwestern State University
Bachelor of Arts
JPMorgan Securities, LLC March 2010 - Present
Edward Jones February 2008 - March 2010
Education
Midwestern State University
Bachelor of Arts
Erika Maynard's JPMorgan Securities LLC Experience December 2011 - September 2013
Job Private Client Banker at JPMorgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA September 2015 - Present
JPMorgan Chase Bank, NA September 2013 - September 2015
JPMORGAN SECURITIES LLC December 2011 - September 2013
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Economics
JP Morgan Chase Bank, NA September 2015 - Present
JPMorgan Chase Bank, NA September 2013 - September 2015
JPMORGAN SECURITIES LLC December 2011 - September 2013
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Economics
Banque Laurentienne
Laurentian Bank
China Merchants Securities Co., Ltd.
China Securities Co., Ltd.
Haitong Securities
Laurentian Bank of Canada
Banque Laurentienne du Canada
China Merchants Securities