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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-24 |
Branch Locations
9399 State Route 30, Irwin, PA 15642 • United States
4313 Walnut St, Ste 500, Mckeesport, PA 15132 • 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 |
|---|---|---|---|---|
| Pnc Bank/Pnc Financial | Pittsburgh | PA | 09/2016 | 09/2018 |
| Valic Financial Advisors, Inc. | Pittsburgh | PA | 09/2018 | 09/2020 |
| Pnc Investments | Pittsburgh | PA | 10/2020 | 03/2022 |
| Citizens Securities, Inc. | Pittsburgh | PA | 05/2022 | 07/2024 |
| J.P. Morgan Securities Llc | Irwin | PA | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Irwin | PA | 07/2024 | Present |
| Citizens Bank | Pittsburgh | PA | 05/2022 | 07/2024 |
| Variable Annuity Life Ins Co | Pittsburgh | PA | 09/2018 | 09/2020 |
| Unemployed | Pittsburgh | PA | 04/2022 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-22 |
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