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 | 2021-06-02 |
| CT | RA | APPROVED | 2020-12-09 |
| MD | RA | APPROVED | 2020-12-09 |
| TX | RA | APPROVED | 2020-12-09 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | New York | NY | 06/2009 | 09/2016 |
| Raymond James & Associates, Inc. | New York | NY | 09/2016 | 12/2020 |
| Jpmorgan Securities Llc | New York | NY | 12/2020 | Present |
| Jpmorgan Chase Bank Na | New York | NY | 12/2020 | Present |
| Christon Family Llc | Westport | CT | 12/2020 | Present |
| Mwl Fairfield Llc | Westport | CT | 07/2021 | 07/2021 |
| Americasfavoritebeachhouse, Llc | Westport | CT | 02/2024 | Present |
Entity Name: AmericasFavoriteBeachHouse, LLC Investment related: No Address: Westport, CT 06880 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/16/2024 Approximate # of hours a week 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife and I are 50/50 owners and in it we own a vacation home that will have short term rentals. The mortgage was done through JPM. We have hired an outside management company and our involvement will be very low and have no interference with my day in day out job Entity Name: Christon Family LLC Investment related: Y Address: Westport CT 06880 Nature of the other business: Real Estate Position/Title/Relationship: Owner Start Date: 12/22/2020 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: Less than 1 hour a week during trading Briefly describe your duties: Own two investment real estate properties. 1. Christon Family LLC Address: Southport, CT Nature of the Business: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/05/2016 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 0 Description of duties: We own an investment property in Fairfield CT. 7 Rental units including my wife's business. I collect rent, coordinate maintenance and pay bills I own 49% my wife Christine Gould owns 51% We also own a condo in Martha's Vineyard Effective 12/9/2020 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-15 |
Reach out to this advisor