Fiscal Year

2024

Case Number

A-23034-97573

Case Status

Certified-Expired

Received Date

2023-02-06

Decision Date

2024-03-19

Refile

N

Original File Date

2024-01-01 00:59:25

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

168267

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

Philip K Sholts

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

philip.sholts@ogletreedeakins.com

PW Track Number

P10022097046074

PW SOC Code

13-2051

PW SOC Title

Financial and Investment Analysts

PW Skill Level

Level IV

PW Wage

119558.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2022-10-19

PW Expiration Date

2023-06-30

Wage Offer From

140000.00

Wage Offer To

0.00

Average Salary

140000.00

Wage Unit of Pay

Year

Worksite Address 1

500 Stanton Christiana Road

Worksite Address 2

Worksite City

Newark

Worksite City Slug

newark

Worksite State

DELAWARE

Worksite Postal Code

19713

Job Title

Trust Officer

Job Title Slug

trust-officer

Minimum Education

Bachelor's

Major Field of Study

Business

Required Training

N

Required Experience

Y

Required Experience Months

60

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Business Administration, Finance, or a related field of study

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

60

Accept Alternative Job Title

Trust Officer, Trust Estate Atty, Tax Atty, Trust Tax Acct, Wealth Advisor, or related 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 6 months immediately preceding the filing of this application. Please see Field Ie26.br br H.10B Identify the job title of the acceptable alternate occupation Trust Officer, Trust and Estate Attorney, Tax Attorney, Trust Tax Accountant, Wealth Advisor, or related occupation.br br This position requires a Bachelors degree in Business, Business Administration, Finance, or a related field of study plus five 5 years of experience in the job offered or five 5 years of experience as Trust Officer, Trust and Estate Attorney, Tax Attorney, Trust Tax Accountant, Wealth Advisor, or related occupation. This position requires experience with the following skills and technologies experience in complex foreign trusts from a taxreporting perspective and a regulatoryreporting perspective; working with a trusts underlying structures and what jurisdictions are involved; commonly used structures as part of foreign estate planning; tax and regulatory filing requirements in connection with international trust business, including 3520s, FBAR, FATCA, and Reg S; foreign grantor trusts and foreign nongrantor trusts; directed trusts, discretionary actions, directed investments, and trust modifications; and understanding of US trusts including grantor trusts, nongrantor trusts, life insurance trusts, and charitable trusts.br br This position requires domestic travel 10 of the time.

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

2022-10-19

SWA Job Order End Date

2022-11-21

Sunday Edition Newspaper

Y

First Newspaper Name

The Philadelphia Inquirer

First Advertisement Start Date

2022-11-20

Second Newspaper Ad Name

The Philadelphia Inquirer

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-11-27

Employer Website From Date

2022-11-13

Employer Website To Date

2022-12-01

Professional Organization Ad From Date

2024-01-01 00:59:25

Professional Organization Advertisement To Date

2024-01-01 00:59:25

Job Search Website From Date

2022-11-21

Job Search Website To Date

2022-11-28

Employee Referral Program From Date

2024-01-01 00:59:25

Employee Referral Program To Date

2024-01-01 00:59:25

Local Ethnic Paper From Date

2022-11-25

Local Ethnic Paper To Date

2022-11-25

Radio/TV Ad From Date

2024-01-01 00:59:25

Radio/TV Ad To Date

2024-01-01 00:59:25

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

BAHAMAS

Foreign Worker Birth Country

BAHAMAS

Class of Admission

L-1

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

FINANCE

Foreign Worker Years of Education Completed

2005

Foreign Worker Institution of Education

ORAL ROBERTS UNIVERSITY

Foreign Worker Education Institution Address 1

7777 S LEWIS AVENUE

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

TULSA

Foreign Worker Education Institution State/Province

OK

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

74171

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Philip K Sholts

Preparer Title

Attorney

Preparer Email

philip.sholts@ogletreedeakins.com

Employer Information Declaration Name

Jennifer R Shapiro

Employer Information Declaration Title

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