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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-18 |
| TX | RA | APPROVED | 2021-07-22 |
Branch Locations
1850 N Federal Hwy, Boca Raton, FL 33432 • United States
3901 N. Federal Hwy, Boca Raton, FL 33431 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 08/2012 | 10/2020 |
| Bank Of America, N.A. | Boca Raton | FL | 08/2012 | 10/2020 |
| Rbc Capital Markets, Llc | Boca Raton | FL | 10/2020 | 07/2021 |
| City National Bank | Boca Raton | FL | 12/2020 | 07/2021 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 07/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-25 |
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