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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 | 2026-01-20 |
| FL | RA | APPROVED | 2025-10-08 |
| OH | RA | APPROVED | 2025-10-08 |
| TX | RA | APPROVED | 2025-10-07 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
5100 Town Center Circle, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2023 | Present |
| Jpmorgan Chase Bank | Tampa | FL | 06/2022 | 08/2022 |
| Raymond James | St. Petersburg | FL | 09/2021 | 05/2022 |
| Td Synnex | Clearwater | FL | 06/2021 | 08/2021 |
| One Source Advisory | Lutz | FL | 01/2021 | 05/2021 |
| Smokey Bones | Wellington | FL | 06/2020 | 03/2021 |
| University Of South Florida | Tampa | FL | 08/2019 | 12/2022 |
| Unemployed | West Palm Beach | FL | 01/2023 | 06/2023 |
| Suncoast High School | Riviera Beach | FL | 07/2015 | 07/2019 |
Effective 7/1/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
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