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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-30 |
| TX | RA | APPROVED | 2023-06-13 |
Branch Locations
3250 Tremont Road, Upper Arlington, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank (Oh) | Upper Arlington | OH | 04/2022 | Present |
| J.P Morgan Securities Llc | Upper Arlington | OH | 04/2022 | Present |
| Morgan Stanley | Columbus | OH | 01/2022 | 04/2022 |
| Pride One | Columbus | OH | 12/2020 | 01/2022 |
| Aptiv | Pittsburgh | PA | 04/2018 | 11/2019 |
| Cvs Specialty | Monroeville | PA | 08/2016 | 03/2018 |
| Unemployed | Pittsburgh | PA | 12/2019 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
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