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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-20 |
| MI | RA | APPROVED | 2022-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | Rochester | MI | 03/2022 | 04/2022 |
| J.P. Morgan Securities Llc | Rochester | MI | 03/2022 | Present |
| Lifelong Advocacy Inc | Clinton Township | NJ | 11/2012 | 03/2020 |
| Jpmorgan Chase Bank, Na | Rochester Hills | MI | 06/2014 | 12/2016 |
| Jpmorgan Chase Bank, Na | Rochester Hills | MI | 01/2017 | 02/2022 |
| Jpmorgan Chase Bank, N.A. | Rochester | MI | 05/2022 | Present |
| J.P. Morgan Securities Llc | Rochester Hills | MI | 03/2007 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-26 |
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