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J.p.mOrgan Wealth Management Solutions Inc. CRD 335439
$8.99M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
270 Park Avenue Floor 10, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-05 |
Branch Locations
270 Park Ave, New York, NY 10017 • United States
270 Park Avenue Floor 10, New York, NY 10017 • United States
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. P. Morgan Private Investments, Inc. | New York | NY | 05/2024 | 06/2024 |
| J.P. Morgan Securities Llc | New York | NY | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2003 | Present |
| J.P.MOrgan Wealth Management Solutions Inc. | New York | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-18 |
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