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Yuri Berdichevsky

J.P. Morgan Securities LLC

Playa Vista, CA

CRD 2816964

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-01
CA RA APPROVED 2025-08-18
TX RA APPROVED 2025-08-18
  • NY RA
    APPROVED
    Since 2026-04-01
  • CA RA
    APPROVED
    Since 2025-08-18
  • TX RA
    APPROVED
    Since 2025-08-18

Branch Locations

12746 W Jefferson Blvd, #1160, Playa Vista, CA 90094 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America, N.A. Santa Monica CA 04/2015 07/2024
J.P. Morgan Securities Llc Playa Vista CA 08/2025 Present
Jpmorgan Chase Bank, N.A. Playa Vista CA 08/2025 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 07/2024 08/2025
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-13
  • S66 Uniform Combined State Law Examination
    2024-07-13
Other Names
  • Yuri David Berdichevsky

View on SEC IAPD

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