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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-29 |
| TX | RA | APPROVED | 2023-11-10 |
Branch Locations
270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jabs By Gina | New York | NY | 06/2020 | 06/2021 |
| Township Of Livingston | Livingston | NJ | 06/2018 | 08/2020 |
| Leav & Steinberg, Llp | New York | NY | 12/2019 | 01/2020 |
| Charles Schwab & Co | New York | NY | 06/2021 | 04/2022 |
| Unemployed | Livingston | NJ | 10/2013 | 05/2018 |
| University Of Maryland | College Park | MD | 08/2018 | 05/2021 |
| Revolve Wealth Partners Llc | Hackensack | NJ | 05/2022 | 08/2023 |
| Revolve Wealth Partners | Hackensack | NJ | 05/2022 | 08/2023 |
| Jpmorgan Chase Bank Na | Jersey City | NJ | 10/2023 | Present |
| Jpmorgan Securities Llc | Jersey City | NJ | 10/2023 | Present |
| Unemployed | Livingston | NJ | 09/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-17 |
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