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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-10 |
| TX | RA | APPROVED | 2021-08-10 |
Branch Locations
2550 Sand Hill Rd Ste 100, Menlo Park, CA 94025 • United States
2275 El Camino Real, Palo Alto, CA 94306 • United States
80 Cabrillo Hwy N Ste E, Half Moon Bay, CA 94019 • United States
2846 Middlefield Rd, Palo Alto, CA 94306 • United States
855 El Camino Real, Bldg 2, Ste 67, Palo Alto, CA 94301 • United States
1730 S El Camino Real, San Mateo, CA 94402 • United States
925 E Hillsdale Blvd., Foster City, CA 94404 • United States
1615 Woodside Road, Redwood City, CA 94061 • United States
2900 S Norfolk St, San Mateo, CA 94403 • United States
845 Laurel Street, San Carlos, CA 94070 • United States
1001 El Camino Real, Redwood City, CA 94063 • United States
300 Hamilton Ave, Palo Alto, CA 94301 • United States
650 Santa Cruz Ave, Menlo Park, CA 94025 • United States
1888 Ralston Ave, Belmont, CA 94002 • United States
272 Redwood Shores Pkwy, Redwood City, CA 94065 • United States
2300 Broadway Street, Redwood City, CA 94063 • United States
20573 Stevens Creek Blvd, Fl 02, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 03/2008 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Clara | CA | 06/2018 | 06/2021 |
| Bank Of America, N.A. | Princeton | NJ | 03/2008 | 06/2018 |
| J.P. Morgan Securities Llc | Cupertino | CA | 07/2021 | Present |
| Bank Of America N.A. | Santa Clara | CA | 06/2018 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-12 |
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