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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2025-06-26 |
Branch Locations
401 California Street, San Francisco, CA 94104 • United States
700 Market Street, San Francisco, CA 94102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management | San Francisco | CA | 08/2015 | 08/2023 |
| Wrapmanager Inc. | Mill Valley | CA | 08/2023 | 10/2023 |
| Morgan Stanley | San Francisco | CA | 01/2024 | 06/2025 |
| J.P. Morgan Securities Llc | San Francisco | CA | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 06/2025 | Present |
| Unemployed | Mill Valley | CA | 11/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-12 |
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