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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-29
  • IL RA
    APPROVED
    Since 2025-05-29

Branch Locations

1200 N Clybourn Ave, Chicago, IL 60610 • United States

2317 W Madison St, Chicago, IL 60612 • United States

800 N Kedzie Ave, Ste 218, Chicago, IL 60651 • United States

1122 N. Clark St, Chicago, IL 60610 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Chicago IL 07/2019 Present
J.P. Morgan Securities Llc Chicago IL 07/2020 Present
Kind Care Services Inc Glenview IL 02/2019 07/2019
Turbold Zul Mount Prospect IL 08/2014 02/2019
Banana Republic Schaumburg IL 05/2015 10/2019
Northeastern Illinois University Chicago IL 01/2017 05/2019
  • 07/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 07/2020 → Present
    Chicago, IL
  • 02/2019 → 07/2019
    Kind Care Services Inc
    Glenview, IL
  • 08/2014 → 02/2019
    Turbold Zul
    Mount Prospect, IL
  • 05/2015 → 10/2019
    Banana Republic
    Schaumburg, IL
  • 01/2017 → 05/2019
    Northeastern Illinois University
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-28
S63 Uniform Securities Agent State Law Examination 2020-12-28
  • S66 Uniform Combined State Law Examination
    2025-05-28
  • S63 Uniform Securities Agent State Law Examination
    2020-12-28

View on SEC IAPD

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