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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-22 |
| TX | RA | APPROVED | 2026-05-21 |
Branch Locations
20871 N. Scottsdale Road, Scottsdale, AZ 85255 • United States
7165 E Mayo Blvd, Phoenix, AZ 85054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Scottsdale | AZ | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Scottsdale | AZ | 05/2026 | Present |
| Merrill Lynch | Chandler | AZ | 08/2021 | 05/2026 |
| Bmo Harris Bank | Tempe | AZ | 05/2020 | 08/2021 |
| Arizona State University | Tempe | AZ | 08/2017 | 05/2021 |
| The District Phx | Phoenix | AZ | 05/2019 | 08/2019 |
| Clearlink | Scottsdale | AZ | 06/2018 | 12/2018 |
| Topgolf | Scottsdale | AZ | 08/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-30 |
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