Levi Francis Larson

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

Authority	Category	Status	Date
MI	RA	APPROVED	2024-05-14
IL	RA	APPROVED	2023-08-30
TX	RA	APPROVED	2023-08-30

MI RA
APPROVED

Since 2024-05-14
IL RA
APPROVED

Since 2023-08-30
TX RA
APPROVED

Since 2023-08-30

Branch Locations

New Buffalo, MI • United States

Chase Tower Chicago 21 S. Clark Street / 10 South Dearborn, Floor 32, Chicago, IL 60603 • 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

Organization	City	State	From	To
Jp Morgan Securities Llc	New York	NY	05/2011	Present
Jpmorgan Chase Bank Na	Chicago	IL	06/2020	Present

05/2011 → Present

Jp Morgan Securities Llc

New York, NY
06/2020 → Present

Jpmorgan Chase Bank Na

Chicago, IL

Other Businesses

Effective 6/15/2020 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.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-30

S66 Uniform Combined State Law Examination

2023-08-30

View on SEC IAPD