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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-22 |
| NJ | RA | APPROVED | 2026-07-09 |
| TX | RA | APPROVED | 2026-06-08 |
Branch Locations
4180 Us Rte 1, Ste 300, Monmouth Junction, NJ 08852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Monmouth Junction | NJ | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Monmouth Junction | NJ | 06/2026 | Present |
| Unemployed | New Hope | PA | 05/2025 | 05/2026 |
| Fisher Investments | New Hope | PA | 01/2018 | 04/2025 |
| Bank Of America/Merrill Lynch | Hopewell | NJ | 01/2013 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-01 |
| S66 | Uniform Combined State Law Examination | 2013-04-12 |
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