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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-06 |
| TX | RA | APPROVED | 2023-11-06 |
Branch Locations
560 Mission St Floor 22, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | San Francisco | CA | 07/2023 | Present |
| Jpmorgan Securities Llc | San Francisco | CA | 07/2023 | Present |
| Drexel University Kline School Of Law | Philadelphia | PA | 09/2021 | 03/2023 |
| Jpmorgan Chase & Co | Newark | DE | 06/2022 | 08/2022 |
| Unemployed | Philadelphia | PA | 04/2023 | 06/2023 |
| Penn Mutual Life Insurance | Horsham | PA | 03/2021 | 09/2021 |
| Germantown Cricket Club | Philadelphia | PA | 06/2019 | 09/2019 |
| Radnor Valley Country Club | Radnor | PA | 06/2018 | 09/2018 |
| Germantown Cricket Club | Philadelphia | PA | 06/2017 | 08/2017 |
| Drexel University | Philadelphia | PA | 09/2018 | 03/2023 |
| Unemployed | Philadelphia | PA | 07/2013 | 05/2017 |
| Unemployed | Philadelphia | PA | 09/2017 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-25 |
Reach out to this advisor