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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-17 |
| FL | RA | APPROVED | 2022-07-29 |
| TX | RA | APPROVED | 2022-07-28 |
Branch Locations
2025 Indian River Blvd, Vero Beach, FL 32960 • United States
660 Beachland Blvd, Ste 102, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Vero Beach | FL | 08/2015 | 07/2022 |
| Jpmorgan Chase Bank | Vero Beach | FL | 08/2015 | 02/2022 |
| Jpmorgan Chase Bank | Vero Beach | FL | 02/2022 | 07/2022 |
| J.P. Morgan Securities Llc | Vero Beach | FL | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Vero Beach | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-08 |
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