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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 | 2026-03-11 |
| FL | RA | APPROVED | 2026-02-27 |
| DE | RA | APPROVED | 2026-02-25 |
| NJ | RA | APPROVED | 2026-02-25 |
| PA | RA | APPROVED | 2026-01-28 |
Branch Locations
2 W Broad St Ste 101, Bethlehem, PA 18018 • United States
1840 Airport Rd, Allentown, PA 18109 • United States
107 N 7Th St, Allentown, PA 18101 • United States
306 Roseberry St, Phillipsburg, NJ 08865 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bethlehem | PA | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Bethlehem | PA | 01/2026 | Present |
| Globalatlantic/Kkr | Berwyn | PA | 10/2022 | 01/2026 |
| Wells Fargo | Plumsteadville | PA | 09/2018 | 10/2022 |
| Fedex Ground | Allentown | PA | 09/2020 | 10/2020 |
| Legacy Logistics | Reading | PA | 01/2018 | 08/2018 |
| Unemployed | Allentown | PA | 07/2017 | 12/2017 |
| Giant Food Stores | Trexlertown | PA | 12/2014 | 06/2017 |
| Kutztown University | Kutztown | PA | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-05 |
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