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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-25 |
| TX | RA | APPROVED | 2025-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 06/2019 | 08/2023 |
| Honari Partners | 5000 Birch Street | CA | 02/2013 | 06/2019 |
| Bank Of America, N.A. | Newport Beach | CA | 06/2019 | 08/2023 |
| J.P. Morgan Securities Llc | Newport Beach | CA | 02/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 02/2025 | Present |
| Dubai Family Business Venture | Newport Beach | CA | 08/2023 | 09/2024 |
| Unemployed | Newport Beach | CA | 10/2024 | 01/2025 |
| Honari Partners | Houston | TX | 05/1999 | Present |
Entity Name: Honari Partners Investment related: Yes "Address: 2212 Glen Haven Blvd Houston, TX 77030" Nature of the other business: Investments Position/Title/Relationship: Owner/Partner Start Date: 05/01/1999 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Family partnership between parents and brothers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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