Fiscal Year

2020

Case Number

A-20014-06702

Case Status

Certified

Received Date

2020-01-27

Decision Date

2020-05-26

Refile

N

Original File Date

2020-01-01 08:31:10

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

256000

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 St.

Employer Contact Address 2

IL10043

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

Tina H Ho

Agent Attorney Firm Name

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

Agent Attorney Phone

9197979700

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

Tina.Ho@ogletree.com

PW Track Number

P10019211030747

PW SOC Code

11-3031

PW SOC Title

Financial Managers, Branch or Department

PW Skill Level

N/A

PW Wage

156375.00

PW Unit of Pay

Year

PW Wage Source

Other

PW Determination Date

2019-11-06

PW Expiration Date

2020-06-30

Wage Offer From

162300.00

Wage Offer To

0.00

Average Salary

162300.00

Wage Unit of Pay

Year

Worksite Address 1

390 Madison Ave.

Worksite Address 2

Worksite City

New York

Worksite City Slug

new-york

Worksite State

NEW YORK

Worksite Postal Code

10017

Job Title

Head of Planning Tools & Analytics

Job Title Slug

head-of-planning-tools-analytics

Minimum Education

Bachelor's

Major Field of Study

Economics

Required Training

N

Required Experience

Y

Required Experience Months

60

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance or 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

Wealth AdvisoryManagement, Financial Analysis, or related role

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. This position requires a Bachelors degree in Economics, Finance, or related field of study plus five 5 years of experience in the job offered or five 5 years of experience in Wealth AdvisoryManagement, Financial Analysis, or related role. This position requires five 5 years of experience with the following skills working in Excel including VBA coding; financial and estate planning project management; using VBA coding skills to develop analytics such as creating and enhancing an education savings calculator to identify savings vehicles for clients situation, as well as amounts necessary to fund those vehicles in order to meet future education costs; migrating calculators to technology platforms such as converting education savings calculator from an Excelbased tool to a nonExcel application housed on a secure, internal technology platform; bespoke client projects including leveraging finance and estate planning with Excel to perform customized analytics and presenting findings to clients; managing educational projects by performing analytical research on planning strategies such as Roth IRA conversion for client publications; and training advisors on financial and estate planning concepts such as income tax minimization strategies or strategies to pass wealth on to children, as well as leveraging analytics to address client needs. This position requires one 1 year of experience with advising clients and client advisors on financial and estate planning concepts and rules such as income tax minimization strategies or strategies to pass wealth on to children.

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

2019-11-07

SWA Job Order End Date

2019-12-09

Sunday Edition Newspaper

Y

First Newspaper Name

The New York Times

First Advertisement Start Date

2019-12-01

Second Newspaper Ad Name

The New York Times

Second Advertisement Type

Newspaper

Second Ad Start Date

2019-12-08

Employer Website From Date

2019-11-26

Employer Website To Date

2019-12-12

Professional Organization Ad From Date

2020-01-01 08:31:10

Professional Organization Advertisement To Date

2020-01-01 08:31:10

Job Search Website From Date

2019-11-30

Job Search Website To Date

2019-12-08

Employee Referral Program From Date

2020-01-01 08:31:10

Employee Referral Program To Date

2020-01-01 08:31:10

Local Ethnic Paper From Date

2019-12-06

Local Ethnic Paper To Date

2019-12-06

Radio/TV Ad From Date

2020-01-01 08:31:10

Radio/TV Ad To Date

2020-01-01 08:31:10

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CANADA

Foreign Worker Birth Country

HONG KONG

Class of Admission

L-1

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

ECONOMICS, MATH METHODS IN THE SOCIAL SCIENCES, MATHEMATICS

Foreign Worker Years of Education Completed

2007

Foreign Worker Institution of Education

NORTHWESTERN UNIVERSITY

Foreign Worker Education Institution Address 1

633 CLARK ST.

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

EVANSTON

Foreign Worker Education Institution State/Province

IL

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

60201

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Tina H Ho

Preparer Title

Attorney

Preparer Email

Tina.Ho@ogletree.com

Employer Information Declaration Name

Jennifer R Shapiro

Employer Information Declaration Title

Attorney in Fact ED, Asst. Gen. Counsel