Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-06 |
| TX | RA | APPROVED | 2023-09-06 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
1230 Avenue Of The Americas, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harris Teeter | Charlotte | NC | 02/2016 | 10/2016 |
| 9Round Kickboxing | Charlotte | NC | 10/2016 | 07/2018 |
| Davinci Jets | Charlotte | NC | 05/2020 | 08/2020 |
| Auburn University | Auburn | AL | 08/2017 | 05/2021 |
| Ubs Financial Services | Charlotte | NC | 06/2021 | 08/2022 |
| Ardrey Kell High School | Charlotte | NC | 08/2013 | 05/2017 |
| First Republic Securities Company, Llc | New York | NY | 08/2022 | Present |
| First Republic Investment Management, Inc | New York | NY | 08/2022 | Present |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-25 |
Reach out to this advisor