Fiscal Year

2020

Case Number

A-19098-90248

Case Status

Certified-Expired

Received Date

2019-04-26

Decision Date

2020-01-06

Refile

N

Original File Date

2020-01-01 07:12:56

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

IL10043

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

239000

Employer Year Commenced Business

1838

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

IL10801

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

Jenny Nieves

Agent Attorney Firm Name

Fragomen, Del Rey, Bernsen Loewy, LLP

Agent Attorney Phone

2122302877

Agent Attorney Address 1

7 Hanover Square

Agent Attorney Address 2

Agent Attorney City

New York

Agent Attorney State/Province

NEW YORK

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

100042756

Agent Attorney Email

jnieves@fragomen.com

PW Track Number

P10018290029040

PW SOC Code

13-2052

PW SOC Title

Personal Financial Advisors

PW Skill Level

Level II

PW Wage

90979.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2019-02-20

PW Expiration Date

2019-06-30

Wage Offer From

133827.00

Wage Offer To

0.00

Average Salary

133827.00

Wage Unit of Pay

Year

Worksite Address 1

1650 Market Street

Worksite Address 2

Worksite City

Philadelphia

Worksite City Slug

philadelphia

Worksite State

PENNSYLVANIA

Worksite Postal Code

19103

Job Title

Banker Associate

Job Title Slug

banker-associate

Minimum Education

Bachelor's

Major Field of Study

Please see Section H.14 Specific skills or other req.

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

N

Accept Alternative Major 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

36

Accept Alternative Job Title

Please see Section H.14 Specific skills or other req.

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

Must have experience conducting client due diligence. Must have experience preparing assisting with client portfolio reviews and delivering financial presentations. Must have demonstrated knowledge of compliance policies, procedures, and regulatory requirements for the wealth management industry. Must have experience advising clients on financial products and sourcing new clients. Must have experience using Excel including modeling concepts and spreadsheet creation. Must have demonstrated knowledge of investment products used within investment portfolios equities, fixed income, debt products, alternatives, structured products. Must have demonstrated knowledge of global financial markets, macromicro economics and the ability to clearly explain these concepts to clientsprospects. Must have demonstrated knowledge of trust and estate planning tools available to clients and prospects different trust structures, gifting strategies, philanthropy, and entity structures. Must have experience using wealth advisory tools and explaining output to clients and prospects. Must have demonstrated knowledge of lendingbanking strategies and how credit is extendedstructured to individuals and entities. Must have experience analyzing corporate executive public companies compensation structures proxy statements, options analysis, 10b51 plans etc.. Must have demonstrated knowledge of pre transaction planning tools utilized by private business owners QSBS, entity structures, ownership structures, gifting strategies. Must have experience using prospecting tools to build and qualify lead lists for prospecting efforts. Must have experience with new business development and databaseexcel functions to analyze large groups of data. Must have experience building a strong network of contacts lawyers, accountants, investment bankers etc.. Employer will accept any amount of professional experience with the required skills.br Continued from Section H.4 H.10 Minimum education and experience required a Bachelors degree or equivalent in Business, Finance, Economics, or related field plus 3 years of experience in the financial services industry working with financial products across a variety of asset classes, or related experience.

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

2018-12-12

SWA Job Order End Date

2019-01-22

Sunday Edition Newspaper

Y

First Newspaper Name

The Philadelphia Inquirer

First Advertisement Start Date

2019-01-13

Second Newspaper Ad Name

The Philadelphia Inquirer

Second Advertisement Type

Newspaper

Second Ad Start Date

2019-01-20

Employer Website From Date

2019-01-11

Employer Website To Date

2019-01-28

Professional Organization Ad From Date

2020-01-01 07:12:56

Professional Organization Advertisement To Date

2020-01-01 07:12:56

Job Search Website From Date

2019-01-14

Job Search Website To Date

2019-01-21

Employee Referral Program From Date

2020-01-01 07:12:56

Employee Referral Program To Date

2020-01-01 07:12:56

Local Ethnic Paper From Date

2019-01-14

Local Ethnic Paper To Date

2019-01-14

Radio/TV Ad From Date

2020-01-01 07:12:56

Radio/TV Ad To Date

2020-01-01 07:12:56

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

SRI LANKA

Foreign Worker Birth Country

SRI LANKA

Class of Admission

H-1B

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION, FINANCE AND ECONOMICS

Foreign Worker Years of Education Completed

2012

Foreign Worker Institution of Education

DREXEL UNIVERSITY

Foreign Worker Education Institution Address 1

3141 CHESTNUT STREET

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

PHILADELPHIA

Foreign Worker Education Institution State/Province

PA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

19104

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Jenny Nieves

Preparer Title

Partner

Preparer Email

JNieves@fragomen.com

Employer Information Declaration Name

Jennifer R Shapiro

Employer Information Declaration Title

Executive Director Assistant General Counsel