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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 | 2025-08-21 |
| FL | RA | APPROVED | 2025-07-09 |
Branch Locations
17760 Collins Ave, Sunny Isles Beach, FL 33160 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Miramar | FL | 01/2016 | 10/2016 |
| Foresters Financial | Miramar | FL | 10/2016 | 10/2016 |
| Jpmorgan Chase Bank, N.A. | Sunny Isles Beach | FL | 11/2016 | Present |
| J.P. Morgan Securities Llc | Sunny Isles Beach | FL | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-30 |
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