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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 | 2025-01-13 |
Branch Locations
2770 Via De La Valle, Del Mar, CA 92014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Diego | CA | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 07/2023 | Present |
| First Republic Bank | Escondido | CA | 10/2013 | 07/2023 |
| Llama Haven Llc | Escondido | CA | 10/2025 | Present |
Entity Name: Llama Haven LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/02/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC for liability reason. Property address is in Escondido CA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-19 |
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