Fiscal Year

2021

Case Number

A-21064-58738

Case Status

Certified

Received Date

2021-03-30

Decision Date

2021-08-12

Refile

N

Original File Date

2021-01-01 09:59:15

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

256981

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

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

Jessica R Lamb

Agent Attorney Firm Name

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

Agent Attorney Phone

9197879700

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

jessica.lamb@ogletree.com

PW Track Number

P10020167653321

PW SOC Code

13-2052

PW SOC Title

Personal Financial Advisors

PW Skill Level

Level II

PW Wage

68786.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2020-10-07

PW Expiration Date

2021-06-30

Wage Offer From

145000.00

Wage Offer To

0.00

Average Salary

145000.00

Wage Unit of Pay

Year

Worksite Address 1

3960 E. Thousand Oaks Blvd.

Worksite Address 2

Worksite City

Thousand Oaks

Worksite City Slug

thousand-oaks

Worksite State

CALIFORNIA

Worksite Postal Code

91362

Job Title

Banker

Job Title Slug

banker

Minimum Education

Bachelor's

Major Field of Study

Business Administration

Required Training

N

Required Experience

Y

Required Experience Months

36

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Legal Studies, 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

36

Accept Alternative Job Title

Financial Analyst 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 the 6 months immediately preceding the filing of this application. Please see Field Ie26. This position requires a Bachelors degree in Business Administration, Legal Studies, Finance, or related field of study plus three 3 years of experience in the job offered or three 3 years of experience as Financial Analyst or related occupation. Experience can be gained prior to Bachelors degree completion. This position requires three 3 years of experience with the following skills private banking client acquisition; private banking services including investments, mortgages, loans and trust and estates; articulating financial planning strategies and investment solutions to current and prospective Latin American and Spanish clients, including pretransaction planning strategies and customized lending options; constructing private banking client profiles and wealth portfolios based on current economic conditions; global practices within the private banking industry; crossborder banking regulations and laws applied to financial planning; analyzing legal documents related to finance and estate planning; Know Your Customer KYC industrywide practices; endowment and foundation clients and operations; creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro; running portfolio analysis and financial modeling using Microsoft Excel; identifying, researching, and monitoring prospective clients using Wealthmonitor, Pitchbook, Crunchbase, and Google Alerts; accessing economic news, financial market dataanalytics, and price quotes using Thomson Reuters Eikon and Bloomberg Terminal; and comparing potential allocation strategies and generating multiperiod projections based on complex market conditions using Monte Carlo Simulation analysis. This position requires three 3 years of experience with the following asset class products Global Equities; Taxable Fixed Income; Private Equity; Venture Capital; Real Estate; Hedge Funds including Macro, LongShort Equity, EventDriven, and Relative Value; Mutual Funds and Liquid Alternatives; Structured Products including Phoenix Notes, Buffered Return Enhanced Notes, Callable Enhanced Market Plus, Annual Review Notes, Credit Linked Notes, Reverse Convertibles, and Dual Directional Buffered Equity Notes; Commodities; Foreign Exchange and Rates; and Derivatives including Listed Options, OvertheCounter, Credit Derivatives, Asset Swaps, Credit Spread Options and Bonds, Nondeliverable Forwards, CrossCurrency Swaps, and Interest Rate Swaps.

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

2020-11-24

SWA Job Order End Date

2020-12-26

Sunday Edition Newspaper

Y

First Newspaper Name

Los Angeles Daily News

First Advertisement Start Date

2021-01-17

Second Newspaper Ad Name

Los Angeles Daily News

Second Advertisement Type

Newspaper

Second Ad Start Date

2021-01-24

Employer Website From Date

2021-01-13

Employer Website To Date

2021-01-28

Professional Organization Ad From Date

2021-01-01 09:59:15

Professional Organization Advertisement To Date

2021-01-01 09:59:15

Job Search Website From Date

2021-01-18

Job Search Website To Date

2021-01-25

Employee Referral Program From Date

2021-01-01 09:59:15

Employee Referral Program To Date

2021-01-01 09:59:15

Local Ethnic Paper From Date

2021-01-21

Local Ethnic Paper To Date

2021-01-21

Radio/TV Ad From Date

2021-01-01 09:59:15

Radio/TV Ad To Date

2021-01-01 09:59:15

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

SPAIN

Foreign Worker Birth Country

SPAIN

Class of Admission

L-1

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

LEGAL STUDIES AND BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2015

Foreign Worker Institution of Education

UNIVERSIDAD CARLOS III DE MADRID

Foreign Worker Education Institution Address 1

CALLE MADRID, 126, GETAFE

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

MADRID

Foreign Worker Education Institution State/Province

Foreign Worker Education Institution Country

SPAIN

Foreign Worker Education Institution Postal Code

28903

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Jessica R Lamb

Preparer Title

Attorney

Preparer Email

jessica.lamb@ogletree.com

Employer Information Declaration Name

Jennifer R Shapiro

Employer Information Declaration Title

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