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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED_RES | 2026-08-31 |
Branch Locations
10 S Dearborn St Floor 09, Chicago, IL 60603 • 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 |
|---|---|---|---|---|
| Sms Assist | Chicago | IL | 08/2019 | 03/2020 |
| Bank Of America Private Bank | Chicago | IL | 04/2017 | 08/2019 |
| Bank Of America | Chicago | IL | 11/2015 | 04/2017 |
| Illinois Institute Of Technology | Chicago | IL | 10/2014 | 08/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 03/2020 | 08/2026 |
| J.P. Morgan Securities Llc | Chicago | IL | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-28 |
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