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CRD 1821757
J.p. Morgan Securities LLC CRD 79
$430B regulatory AUM 407,036 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-04 |
| TX | RA | APPROVED_RES | 2024-03-04 |
Branch Locations
111 Pine St, San Francisco, CA 94111 • United States
560 Mission St, San Francisco, CA 94105 • United States
560 Mission Street, 3Rd Floor, San Francisco, CA 94105 • United States
Two Embarcadero Center, Street Level, San Francisco, CA 94111 • United States
700 Market Street, San Francisco, CA 94102 • United States
555 Mission St, San Francisco, CA 94105 • United States
2750 Van Ness Ave, San Francisco, CA 94109 • United States
101 Montgomery St, San Francisco, CA 94104 • United States
500 Van Ness Ave., San Francisco, CA 94102 • United States
151 Warriors Way, Ste 100, San Francisco, CA 94158 • United States
2300 16Th Street, San Francisco, CA 94103 • United States
188 Spear St, Ste 190, San Francisco, CA 94105 • United States
401 California Street, San Francisco, CA 94104 • United States
1318 Stockton St, San Francisco, CA 94133 • United States
1040 Grant Ave, San Francisco, CA 94133 • United States
255 King Street, Suite D, E And F, San Francisco, CA 94107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank, Ssb | San Francisco | CA | 08/2012 | 01/2024 |
| J.P. Morgan Securities Llc | San Francisco | CA | 02/2024 | Present |
| Charles Schwab Co., Inc. | San Francisco | CA | 08/2012 | 01/2024 |
Napa Rental Property |Investment Related: No|Napa; CA; |Real Estate (Non-Agent/Broker) |Landlord of Napa Rental Property|2023-04-12|Hours Per Month: Less than 20|HoursSpentduringSecurityTrading:0|Landlord of Napa Rental Property that is receiving monthly rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-13 |
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