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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_RES | 2024-01-24 |
| CA | RA | APPROVED | 2024-01-18 |
Branch Locations
2029 Century Park East, Floor 37, Los Angeles, CA 90067 • United States
4660 La Jolla Drive, Suite 200, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | Newport Beach | CA | 04/2016 | 07/2019 |
| First Republic Securities Company, Llc | San Diego | CA | 01/2020 | 09/2023 |
| First Republic Investment Management Inc. | San Diego | CA | 07/2019 | Present |
| J.P. Morgan Securities Llc | San Diego | CA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | San Diego | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-13 |
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