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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-15 |
Branch Locations
2943 Richland Ave., Louisville, KY 40220 • United States
9600 Linn Station Road, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kentuckiana Pool Management | Louisville | KY | 05/2017 | 09/2018 |
| State Farm | Fern Creek | KY | 05/2019 | 12/2019 |
| J Hagan Capital | Louisville | KY | 09/2020 | 06/2021 |
| J. Hagan Capital Inc. | Louisville | KY | 09/2020 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Louisville | KY | 12/2021 | Present |
| J.P. Morgan Securities Llc | Louisville | KY | 12/2021 | Present |
| Unemployed | Louisville | KY | 06/2020 | 08/2020 |
| Unemployed | Louisville | KY | 07/2021 | 11/2021 |
| University Of Louisville | Louisville | KY | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-04 |
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