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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-17 |
| TX | RA | APPROVED_RES | 2025-01-17 |
Branch Locations
560 Mission St Floor 22, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Findlay | OH | 06/2020 | 05/2022 |
| Pennsylvania State University | State College | PA | 08/2016 | 05/2020 |
| Jpmorgan Chase Bank, Na | Newark | DE | 06/2022 | Present |
| Jpmorgan Securities Llc | Newark | DE | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-19 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-05 |
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