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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 | 2021-04-14 |
| TX | RA | APPROVED | 2021-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 09/2008 | Present |
| J.P. Morgan Securities Llc | San Diego | CA | 10/2012 | Present |
| Posh Living And Housing Services | San Diego | CA | 06/2022 | Present |
Entity Name: Posh Living and Housing Services Investment related: No Address: 1233 Bush St San Diego CA 92103 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/09/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Own investment properties that my husband and I manage under the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-21 |
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