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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-15 |
| WA | RA | APPROVED | 2022-11-15 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
1301 2Nd Avenue, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 3 Dimensional Wealth | Locust Valley | NY | 12/2010 | 08/2022 |
| Vanderbilt Securities, Llc | Woodbury | NY | 10/2018 | 08/2022 |
| Consolidated Portfolio Review | Woodbury | NY | 05/2022 | 08/2022 |
| J.P. Morgan Securities Llc | Bellevue | WA | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Bellevue | WA | 08/2022 | Present |
Effective 8/29/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-14 |
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