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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 | 2026-08-11 |
| FL | RA | APPROVED | 2026-08-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Us Army | Fort Knox | KY | 10/2004 | 10/2020 |
| Mystic Tie Realty Llc | Prairieville | LA | 11/2017 | Present |
| Independent Financial Partners | Tampa | FL | 08/2020 | 07/2026 |
| J.P. Morgan Securities Llc | Tampa | FL | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Tampa | FL | 08/2026 | Present |
1. Mystic Tie Realty LLC - Position: Owner - not investment related - Prairieville, LA - Residential property investment - Start Date: 11/2017 - 0 hours per month during securities trading hours - Duties: I set up this LLC to transfer an investment property into. The investment property is expected to be sold in 2026 and the LLC will be dissolved. My duties involve filing a monthly income report with the state of Louisiana. 1 hr/month other time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-27 |
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