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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 |
|---|---|---|---|
| NM | RA | APPROVED | 2024-08-19 |
| FL | RA | APPROVED | 2020-03-04 |
| TX | RA | APPROVED_RES | 2020-02-18 |
Branch Locations
Riviera Beach, FL • United States
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Palm Beach | FL | 06/2010 | 02/2020 |
| Bank Of America,Na | West Palm Beach | FL | 09/2010 | 02/2020 |
| Jpmorgan Chase Bank, Na | Palm Beach Gardens | FL | 02/2020 | Present |
| Jpmorgan Securities, Llc. | Palm Beach Gardens | FL | 02/2020 | Present |
Entity Name: Produce IQ Inc. Investment related: N "Address: 1955 Tudor Road North Palm Beach, FL 33408" Nature of the other business: Commerce Position/Title/Relationship: Owner/Partner Start Date: 01/10/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Produce IQ is a business to business marketplace for fresh produce. I have no responsibilities and would only be a passive investor in this company. There is no present connection to JPMC. " Effective 2/14/2020 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-10 |
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