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CRD 5325276
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 | 2021-01-21 |
| CA | RA | APPROVED | 2014-04-08 |
Branch Locations
330 N. "D" Street, San Bernardino, CA 92401 • United States
959 Kendall Dr, San Bernardino, CA 92407 • United States
315 W. Highland Avenue, San Bernardino, CA 92405 • United States
7195 Boulder Avenue, Highland, CA 92346 • United States
2020 E. Highland Ave, San Bernardino, CA 92404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Bernadino | CA | 04/2014 | 01/2019 |
| Jpmorgan Securities, Llc. | San Bernadino | CA | 01/2019 | 07/2020 |
| Jpmorgan Chase Bank, N.A. | San Bernardino | CA | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-11 |
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