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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 | 2022-11-08 |
Branch Locations
13939 Nacogdoches, San Antonio, TX 78217 • United States
6026 Fm 3009, Schertz, TX 78154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | San Antonio | TX | 11/2018 | Present |
| Jpmorgan Securities Llc. | San Antonio | TX | 11/2018 | Present |
| Wells Fargo Bank N.A. | San Antonio | TX | 12/2017 | 11/2018 |
| Wells Fargo Bank N.A. | San Antonio | TX | 10/2016 | 12/2017 |
| Wells Fargo Bank N.A. | Willis | TX | 06/2014 | 10/2016 |
| Ups | San Antonio | TX | 07/2018 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-05 |
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