Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 5386688
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-03 |
| TX | RA | APPROVED_RES | 2023-04-03 |
Branch Locations
4601 W Kennedy Blvd, Tampa, FL 33609 • United States
10230 Us Highway 301 S, Riverview, FL 33578 • United States
8942 Bertha Palmer Blvd, Temple Terrace, FL 33617 • United States
555 Mandalay Ave, Clearwater Beach, FL 33767 • United States
5565 N Us Highway 41, Apollo Beach, FL 33572 • United States
614 S Howard Ave, Tampa, FL 33606 • United States
4005 S Dale Mabry Hwy, Tampa, FL 33611 • United States
7360 Us Hwy 19 N, Pinellas Park, FL 33781 • United States
1280 66Th St N, St Petersburg, FL 33710 • United States
1600 Central Ave, Saint Petersburg, FL 33712 • United States
927 4Th St N, St. Petersburg, FL 33701 • United States
4601 W Kennedy Blvd, Tampa, FL 33609 • United States
13883 Walsingham Rd, Largo, FL 33774 • United States
10755 Starkey Rd, Largo, FL 33777 • United States
4625 Gulf Blvd, St Pete Beach, FL 33706 • United States
300 N Franklin St, Tampa, FL 33602 • United States
4315 Duhme Rd, Madeira Beach, FL 33708 • United States
3740 4Th St N, Saint Petersburg, FL 33704 • United States
821 Westbay Drive, Largo, FL 33770 • United States
3945 E Bay Dr, Largo, FL 33771 • United States
7796 113Th Street, Seminole, FL 33772 • United States
2001 N. Dale Mabry Hwy., Tampa, FL 33607 • United States
1322 S Dale Mabry Hwy, Tampa, FL 33629 • United States
4951 34Th St S, St Petersburg, FL 33711 • United States
702 N Pebble Beach Blvd, Sun City Center, FL 33573 • United States
3414 Lithia Pinecrest Rd., Valrico, FL 33596 • United States
1593 W. Brandon Blvd, Brandon, FL 33511 • United States
1885 E State Rd 60, Valrico, FL 33594 • United States
2755 Ulmerton Rd, Clearwater, FL 33762 • United States
10391 Big Bend Rd, Riverview, FL 33578 • United States
11111 Bloomingdale Ave, Riverview, FL 33578 • United States
10430 Highland Manor Drive, Tampa, FL 33610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A./Merril Lynch | Tampa | FL | 05/2014 | 04/2017 |
| T. Rowe Price | Tampa | FL | 05/2017 | 10/2018 |
| Charles Schwab & Co., Inc. | Sarasota | FL | 10/2018 | 03/2023 |
| J.P. Morgan Securities Llc | Tampa | FL | 03/2023 | Present |
| S. Connor Inc | Lutz | FL | 05/2011 | Present |
Entity Name: S. Connor Inc Investment related: No Address: Lutz FL 33558 Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 05/14/2011 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: FABRIC/ RETAIL ONLINE CLOTHING SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-19 |
Reach out to this advisor