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CRD 7246215
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 |
|---|---|---|---|
| IN | RA | APPROVED | 2023-10-11 |
Branch Locations
4202 North Franklin Road, Indianapolis, IN 46226 • United States
7491 North Shadeland Avenue, Indianapolis, IN 46250 • United States
3603 E Sr 32, Westfield, IN 46074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 12/2014 | 06/2021 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 03/2020 | 06/2021 |
| The Huntington National Bank | Indianapolis | IN | 07/2021 | 07/2023 |
| The Huntington Investment Company | Indianapolis | IN | 06/2021 | 07/2023 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 08/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 08/2023 | Present |
| Huntington Financial Advisors | Indianapolis | IN | 07/2021 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-06 |
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