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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 | 2025-05-05 |
| FL | RA | APPROVED | 2025-03-12 |
Branch Locations
4601 W Kennedy Blvd, Tampa, FL 33609 • United States
1322 S Dale Mabry Hwy, Tampa, FL 33629 • United States
8942 Bertha Palmer Blvd, Temple Terrace, FL 33617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Orlando | FL | 07/2021 | 01/2023 |
| J.P. Morgan Securities Llc | Orlando | FL | 07/2021 | 01/2023 |
| Regions Bank | Orlando | FL | 01/2021 | 06/2021 |
| Suntrust Bank | Orlando | FL | 03/2018 | 11/2020 |
| Dicks Sporting Goods | Orlando | FL | 03/2017 | 06/2017 |
| Omni Hotels/Trt Holdings | Davenport | FL | 12/2017 | 01/2018 |
| Orlando Health, Inc | Orlando | FL | 08/2017 | 09/2017 |
| Under Armour | Orlando | FL | 03/2019 | 04/2019 |
| Unemployed | Kissimmee | FL | 09/2016 | 02/2017 |
| Unemployed | Kissimmee | FL | 07/2017 | 07/2017 |
| Unemployed | Kissimmee | FL | 10/2017 | 11/2017 |
| Unemployed | Kissimmee | FL | 02/2018 | 02/2018 |
| Unemployed | Orlando | FL | 12/2020 | 12/2020 |
| Jpmorgan Chase Bank, N.A. | Tampa | FL | 01/2023 | Present |
| J.P. Morgan Securities Llc | Tampa | FL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-11 |
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