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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 | 2025-02-24 |
Branch Locations
5020 San Felipe, Houston, TX 77056 • United States
5510 Memorial Dr, Houston, TX 77007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/2017 | 02/2025 |
| Bank Of America, N.A. | Houston | TX | 05/2017 | 02/2025 |
| Eight Ball Vapor | Fountain Valley | CA | 05/2014 | 03/2018 |
| J.P. Morgan Securities Llc | Houston | TX | 02/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 02/2025 | Present |
| Tx Legacy | Tomball | TX | 04/2024 | Present |
| Boat Rental | Cypress | TX | 05/2021 | 01/2024 |
Entity Name: Texas Legacy Volleyball Club Investment related: No "Address: Tomball, TX 77375" Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 04/21/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a head coach to a 12U girls volleyball team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-14 |
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