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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-29 |
| TX | RA | APPROVED_RES | 2024-10-29 |
Branch Locations
1230 Avenue Of The Americas, New York, NY 10020 • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/2021 | 03/2022 |
| Starbucks | Glen Rock | NJ | 12/2019 | 12/2020 |
| Fresco Collective | New York City | NY | 06/2019 | 11/2019 |
| Bibhu Mohapatra | New York City | NY | 01/2018 | 06/2018 |
| Certified Financial Services | Paramus | NJ | 07/2017 | 08/2017 |
| The New School | New York City | NY | 08/2015 | 05/2019 |
| Morgan Stanley | New York | NY | 03/2022 | 09/2024 |
| J.P. Morgan Securities Llc | New York | NY | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-25 |
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