Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-01-23 |
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
2731 London Groveport Rd, Grove City, OH 43123 • United States
100 East Main Street, Circleville, OH 43113 • United States
2161 Stringtown Road, Grove City, OH 43123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Columbus | OH | 06/2016 | 07/2024 |
| Jpmorgan Chase Bank | Columbus | OH | 06/2016 | 07/2024 |
| James Klausman | Commercial Point | OH | 10/2022 | 05/2024 |
| Jp Morgan Chase Bank, N.A. | Circleville | OH | 07/2024 | Present |
| Jp Morgan Securities Llc | Circleville | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
Reach out to this advisor