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CRD 4323366
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-16 |
| NC | RA | APPROVED | 2023-06-16 |
| FL | RA | APPROVED | 2023-06-05 |
| TX | RA | APPROVED | 2023-05-08 |
Branch Locations
5100 Town Center Circle Floor 06, Boca Raton, FL 33486-1049 • United States
3013 Yamato Rd, Boca Raton, FL 33434 • United States
20441 State Road 7, Boca Raton, FL 33498 • United States
8903 Boynton Beach Blvd, Boynton Beach, FL 33472 • United States
4506 Pga Blvd,, Palm Beach Gardens, FL 33418 • United States
525 Ne 7Th St, Delray Beach, FL 33483 • United States
241 Royal Palm Way, Palm Beach, FL 33480 • United States
1755 S Federal Hwy, Delray Beach, FL 33483 • United States
853 S Federal Hwy, Boca Raton, FL 33432 • United States
240 E. Palmetto Park Rd., Boca Raton, FL 33432 • United States
9165 Atlantic Ave, Delray Beach, FL 33446 • United States
300 S Us Hwy One, Jupiter, FL 33477 • United States
5100 Town Center Cir Floor 06, Boca Raton, FL 33486-1049 • United States
300 Us-1, Jupiter, Jupiter, FL 33477 • United States
1100 East Hillsboro Blvd., Deerfield Beach, FL 33441 • United States
200 S. Pine Island Rd, Ste. 100, Plantation, FL 33324 • United States
10585 Wiles Road, Coral Springs, FL 33076 • United States
5100 Town Center Cir, Floor 6, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2023 |
| J.P. Morgan Securities Llc | Planation | FL | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 06/2001 | 03/2023 |
| Jaindlwitz Llc | Boca Raton | FL | 08/2018 | Present |
| Jaindlwitz Investments, Llc | Boca Raton | FL | 08/2018 | Present |
| Fidelity Brokerage Services Llc | Fort Lauderdale | FL | 06/2001 | 03/2023 |
| Strategic Advisers Llc | King Of Prussia | PA | 06/2002 | 07/2018 |
OBA-10820|OrgNmn:JAINDLWITZ LLC|Position: Co-Owner Org Addr: 6663 S GRANDE DR, BOCA RATON, Florida, 33433, US|OBA Nature:THIS LLC OWNS OUR VACATION CONDO IN KEY LARGO, FL|Invst Rel:Yes|Title:MEMBER/MANAGER|Duties:PAY QUARTERLY DUES AND ANY OTHER APPLICABLE BILLS/INVOICES|StrtDt:08/01/2018|TotHrs/mon:1|TrdHrs/mon:0| OrgNmn:JAINDLWITZ INVESTMENTS, LLC|Position: Co-Owner Org Addr:6663 S GRANDE DR, BOCA RATON, Florida, 33433, US|OBA Nature:THIS LLC OWNS OUR VACATION PROPERTY IN ASHEVILLE, NC|Invst Rel:Yes|Title:MEMBER/MANAGER|Duties:PAY ANNUAL DUES AND ANY OTHER APPLICABLE BILLS/INVOICES|StrtDt:08/01/2018|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-21 |
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