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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 | 2023-02-09 |
| OH | RA | APPROVED | 2023-01-24 |
Branch Locations
141 N. Walnut Street, Wooster, OH 44691 • United States
800 Ashland Road, Mansfield, OH 44905 • United States
1553 Marion-Mount Gilead Road, Marion, OH 43302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luk Usa | Wooster | OH | 03/2015 | 01/2017 |
| J.P. Morgan Securities Llc | Akron | OH | 01/2017 | Present |
| Jpmorgan Chase Bank, N.A | Akron | OH | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-26 |
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