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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2023-08-22 |
| TX | RA | APPROVED_RES | 2023-08-17 |
Branch Locations
600 Ne Greenwood Avenue, Bend, OR 97701 • United States
568 Sw 5Th Street, Redmond, OR 97756 • United States
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 |
|---|---|---|---|---|
| Columbia Bank | Bend | OR | 03/2015 | 03/2022 |
| Cetera Investment Advisors Llc | St Cloud | MN | 02/2021 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bend | OR | 03/2022 | 08/2023 |
| Bank Of America | Bend | OR | 03/2022 | 08/2023 |
| J.P. Morgan Securities Llc | Bend | OR | 08/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Bend | OR | 08/2023 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 02/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-21 |
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