Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 12/2016 | 11/2022 |
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 11/2016 |
| Morgan Stanley Distribution, Inc | New York | NY | 07/2024 | 02/2025 |
| J.P. Morgan Securities Llc | New York | NY | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 11/2005 | 11/2016 |
| Unemployed | North Baldwin | NY | 03/2025 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 12/2016 | 07/2024 |
| James Boucard | North Baldwin | NY | 05/2020 | 10/2024 |
| James Boucard/Uber | North Baldwin | NY | 05/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-13 |
Reach out to this advisor