Fiscal Year

2024

Case Number

A-22258-22376

Case Status

Certified-Expired

Received Date

2022-10-20

Decision Date

2023-10-03

Refile

N

Original File Date

2024-01-01 00:01:32

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

JP MORGAN CHASE CO

Employer Name Slug

jp-morgan-chase-co

Employer Address 1

10 SOUTH DEARBORN STREET

Employer Address 2

Employer City

CHICAGO

Employer City Slug

chicago

Employer State

ILLINOIS

Employer State Slug

illinois

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

60603

Employer Phone

312-732-2655

Employer Number of Employees

271025

Employer Year Commenced Business

1799

NAICS Code

551112

FW Ownership Interest

N

Employer Contact Name

Jennifer R Shapiro

Employer Contact Address 1

10 South Dearborn Street

Employer Contact Address 2

Employer Contact City

Chicago

Employer Contact State/Province

ILLINOIS

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

60603

Employer Contact Phone

312-732-2655

Employer Contact Email

jennifer.r.shapiro@jpmchase.com

Agent Attorney Name

Charles H Ullmann

Agent Attorney Firm Name

Ogletree, Deakins, Nash, Smoak Stewart, P.C.

Agent Attorney Phone

919 787 9700

Agent Attorney Address 1

P.O. Box 31608

Agent Attorney Address 2

Agent Attorney City

Raleigh

Agent Attorney State/Province

NORTH CAROLINA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

27622

Agent Attorney Email

charles.ullmann@ogletree.com

PW Track Number

P10021343754273

PW SOC Code

41-3031

PW SOC Title

Securities, Commodities, and Financial Services Sales Agents

PW Skill Level

Level IV

PW Wage

136864.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2022-06-13

PW Expiration Date

2022-09-11

Wage Offer From

250000.00

Wage Offer To

0.00

Average Salary

250000.00

Wage Unit of Pay

Year

Worksite Address 1

712 Main Street

Worksite Address 2

Worksite City

Houston

Worksite City Slug

houston

Worksite State

TEXAS

Worksite Postal Code

77002

Job Title

Banker

Job Title Slug

banker

Minimum Education

Bachelor's

Major Field of Study

Accounting

Required Training

N

Required Experience

Y

Required Experience Months

84

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Business Administration, Finance, or a related field of study.

Accept Alternative Combination

Y

Accept Alternative Combination Education

Master's

Accept Alternative Combination Education Years

5

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

84

Accept Alternative Job Title

Private Banking or Financial Servicesrelated occupation.

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

The employer is reiterating that there have been no layoffs in the area of intended employment in the occupation involved in this application or in a related occupation within the 6 months immediately preceding the filing of this application. Please see Field Ie26.br br This position requires a Bachelors degree in Accounting, Business Administration, Finance, or related field of study plus seven 7 years of experience in the job offered or seven 7 years of experience as a Private Banking or Financial Servicesrelated occupation. The employer will alternatively accept a Masters degree plus five 5 years of experience in lieu of a Bachelors degree plus seven 7 years of experience. This position requires experience with the following skills developing relationships with, conducting portfolio reviews with, identifying wealth planning opportunities for, and delivering financial services to Ultra High Net Worth private banking clients in Mexico; presenting private banking financial planning strategies and investment solutions, including pretransaction planning strategies and customized lending options, to current and prospective Mexican clients; crossborder compliance policies, procedures, laws, and regulatory requirements for the financial industry in Mexico; private banking asset allocation on structured portfolios; private banking asset allocation on brokerage accounts; private banking deposit and loan solutions; private banking trusts and estates products; selling financial products using a team selling approach; prospecting, profiling, and acquiring new private banking clients by overcoming client objections, negotiating with clients, closing sales, and obtaining referrals for new business; coordinating the work of product specialists across credit, investments, succession planning, banking, fiduciary, and trusts; liaising within private banking core client space and professional centers of influence; constructing private banking client profiles and wealth portfolios based on current economic conditions; global practices within the private banking industry; analyzing legal documents related to finance; Know Your Customer KYC industrywide practices; creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro; running portfolio analysis and financial modeling using Microsoft Excel; and accessing economic news and financial market dataanalytics. This position requires experience with the following asset class products Global Equities; Taxable Fixed Income; Private Equity; Real Estate; Mutual Funds and Liquid Alternatives; Structured Products including Phoenix Notes, Buffered Return Enhanced Notes, Callable Enhanced Market Plus, and Dual Directional Buffered Equity Notes; Commodities; and Foreign Exchange and Rates. This position requires up to 25 domestic and international travel.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2022-07-15

SWA Job Order End Date

2022-08-19

Sunday Edition Newspaper

Y

First Newspaper Name

Houston Chronicle

First Advertisement Start Date

2022-07-24

Second Newspaper Ad Name

Houston Chronicle

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-07-31

Employer Website From Date

2022-07-20

Employer Website To Date

2022-08-04

Professional Organization Ad From Date

2024-01-01 00:01:32

Professional Organization Advertisement To Date

2024-01-01 00:01:32

Job Search Website From Date

2022-07-25

Job Search Website To Date

2022-08-01

Employee Referral Program From Date

2024-01-01 00:01:32

Employee Referral Program To Date

2024-01-01 00:01:32

Local Ethnic Paper From Date

2022-07-29

Local Ethnic Paper To Date

2022-07-29

Radio/TV Ad From Date

2024-01-01 00:01:32

Radio/TV Ad To Date

2024-01-01 00:01:32

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

MEXICO

Foreign Worker Birth Country

MEXICO

Class of Admission

L-1

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

ACCOUNTING

Foreign Worker Years of Education Completed

1990

Foreign Worker Institution of Education

INSTITUTO TECNOLGICO DE MXICO

Foreign Worker Education Institution Address 1

RIO HONDO 1

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

MEXICO CITY

Foreign Worker Education Institution State/Province

CDMX

Foreign Worker Education Institution Country

MEXICO

Foreign Worker Education Institution Postal Code

1080

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Charles H Ullmann

Preparer Title

Attorney

Preparer Email

charles.ullmann@ogletree.com

Employer Information Declaration Name

Jennifer R Shapiro

Employer Information Declaration Title

Attorney in FactExec. Dir., Asst. Gen. Counsel