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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 | 2023-04-19 |
| NJ | RA | APPROVED | 2022-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Freehold | NJ | 05/2016 | Present |
| J.P. Morgan Securities Llc | Freehold | NJ | 05/2016 | Present |
Entity Name: Rental Properties Investment related: No Address: Jamesburg, NJ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/26/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: individual investment properties - will be leasing it out to tenants, residential ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/1/2020 ADDRESS: 55 JAMESBURG, NJ DETAILS: Landlord INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-30 |
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