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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 | 2024-04-24 |
| NY | RA | APPROVED | 2024-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broadridge Financial Solutions | Brentwood | NY | 08/2020 | 04/2021 |
| Sunrun | Hauppauge | NY | 06/2015 | 09/2019 |
| Solomon Page | Islandia | NY | 11/2019 | 07/2020 |
| American International Bank | Manhattan | NY | 10/2019 | 10/2019 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2021 | Present |
| J.P. Morgan Securities Llc | New York | NY | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-21 |
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