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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 | 2022-11-17 |
| NY | RA | APPROVED | 2022-01-21 |
Branch Locations
270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 07/2021 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2021 | Present |
| Ubs | Wellesley | MA | 06/2020 | 08/2020 |
| Bucknell University Teaching And Learning Center | Lewisburg | PA | 08/2018 | 01/2021 |
| Bucknell University German Studies Program | Lewisburg | PA | 03/2019 | 02/2020 |
| Sustainable Wellesley | Wellesley | MA | 05/2018 | 07/2018 |
| Longfellow Tennis And Health Club | Wayland | MA | 06/2016 | 08/2017 |
| Camp Wawenock | Raymond | ME | 06/2016 | 07/2017 |
| Bucknell University | Lewisburg | PA | 08/2017 | 01/2021 |
| Unemployed | Wellesley | MA | 02/2021 | 06/2021 |
| Rover | New York | NY | 06/2025 | Present |
Entity Name: Rover Investment related: No Address: https://www.rover.com/ Nature of the other business: Dog Walker Position/Title/Relationship: Employee/Contractor Start Date: 06/21/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Dog walker on weekends through Rover.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
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