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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 | 2025-05-06 |
Branch Locations
20855 Stone Oak Pkwy Floor 02, San Antonio, TX 78258 • United States
San Antonio, TX • United States
10 S Dearborn St, Chicago, IL 60603-2300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Antonio | TX | 05/2015 | 04/2021 |
| Jp Morgan Securities Llc | San Antonio | TX | 10/2016 | 10/2017 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 10/2016 | 10/2017 |
| Landscapes By Johnsen | San Antonio | TX | 02/2019 | 10/2019 |
| Victory Capital Services, Inc | San Antonio | TX | 04/2021 | 10/2022 |
| Victory Capital Management Inc | San Antonio | TX | 04/2021 | 10/2022 |
| Citigroup Global Markets Inc | San Antonio | TX | 10/2022 | 04/2025 |
| J.P. Morgan Securities Llc | San Antonio | TX | 04/2025 | Present |
Entity Name: Uber Investment related: No Address: https://www.uber.com/ Nature of the other business: Rideshare Position/Title/Relationship: Employee/Contractor Start Date: 06/20/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: ride service Entity Name: lyft Investment related: No Address: https://www.lyft.com/ Nature of the other business: Rideshare Position/Title/Relationship: Employee/Contractor Start Date: 06/20/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: ride services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-01 |
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