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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-06 |
| TX | RA | APPROVED | 2023-03-06 |
Branch Locations
270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roslyn High School | New York | NY | 09/2013 | 05/2017 |
| Pennsylvania State University | State College | PA | 08/2017 | 05/2021 |
| Stifel | New York | NY | 07/2021 | 01/2023 |
| Jpmorgan Chase Bank, Na | New York | NY | 02/2023 | Present |
| Jpmorgan Securities Llc | New York | NY | 02/2023 | Present |
| Tag Associates | New York City | NY | 05/2019 | 07/2019 |
| Panaram International | New York City | NY | 09/2017 | 09/2018 |
| Unemployed | New York City | NY | 06/2017 | 07/2017 |
| Unemployed | New York City | NY | 06/2021 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-06 |
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