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CRD 4147481
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 | 2026-06-25 |
| TX | RA | APPROVED | 2026-06-25 |
Branch Locations
2218 Fifth Avenue, New York, NY 10037 • United States
12 East 86Th Street, New York, NY 10028 • United States
3940 Broadway, New York, NY 10032 • United States
453 East 86Th Street, New York, NY 10028 • United States
1295 Madison Ave, New York, NY 10128 • United States
3515 Broadway, New York, NY 10031 • United States
3200 Broadway, New York, NY 10027 • United States
181 East 90Th Street, New York, NY 10128 • United States
350 W 125Th St, New York, NY 10027 • United States
147 E 86Th Street, New York, NY 10028 • United States
1924 Third Ave., New York, NY 10029 • United States
1025 Madison Avenue, New York, NY 10075 • United States
659 W 181St St, New York, NY 10033 • United States
179 E 116Th St, New York, NY 10029 • United States
147 E 86Th St, New York, NY 10028 • United States
244 E. 86Th St, New York, NY 10028 • United States
201 East 79Th Street, New York, NY 10075 • United States
55 West 125Th Street, New York, NY 10027 • United States
161 Dyckman Street, New York, NY 10040 • United States
300 W. 135Th Street, New York, NY 10030 • United States
570 W 207Th St, New York, NY 10034 • United States
3359 Broadway, New York, NY 10031 • United States
596 Fort Washington Avenue, New York, NY 10033 • United States
1495 York Ave, New York, NY 10075 • United States
103 E 125Th St, New York, NY 10035 • United States
390 Madison Ave, Floor 02, New York, NY 10017 • United States
147 East 86Th Street, New York, NY 10028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 06/2026 | Present |
| Citi Private Alternatives, Llc | New York | NY | 07/2022 | 06/2026 |
| Citigroup Global Markets Inc. | New York | NY | 06/2018 | 06/2026 |
| Citi Global Wealth | New York | NY | 06/2018 | 06/2026 |
| Beneco/Adp | New York | NY | 10/2017 | 06/2018 |
| Valic | Latham | NY | 03/2017 | 10/2017 |
| Unemployed | New York | NY | 09/2016 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-13 |
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