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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-14 |
| FL | RA | APPROVED | 2016-11-18 |
| MI | RA | APPROVED | 2013-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Seminole | FL | 05/2013 | Present |
| Jpmorgan Chase Bank, N.A. | Seminole | FL | 05/2013 | Present |
| Rhoads Traveler Llc | Saint Petersburg | FL | 05/2023 | Present |
Entity Name: RHOADS TRAVELER LLC Investment related: Yes "Address: SAINT PETERSBURG, FL 33707" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/25/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Residential investment property. Closing for the investment property was 5/25/23. Single unit condo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-12 |
Reach out to this advisor