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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 | 2025-07-10 |
Branch Locations
2130 S.W. Military Dr, San Antonio, TX 78224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S Army Reserve | Round Rock | TX | 08/2014 | Present |
| State Farm Barbara Malter Ins | Metairie | LA | 06/2016 | 02/2019 |
| First Command Advisory Services | Fort Worth | TX | 08/2019 | 09/2020 |
| Vanguard Group | Scottsdale | AZ | 10/2020 | 10/2021 |
| Fisher Investments | Plano | TX | 11/2021 | 08/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 10/2022 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 10/2022 | 03/2024 |
| Us Mil Co | San Antonio | TX | 09/2023 | 01/2024 |
| Edward Jones | St Louis | MO | 03/2024 | 06/2025 |
| J.P. Morgan Securities Llc | San Antonio | TX | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 07/2025 | Present |
Entity Name: U.S Army Reserve Investment related: No Address: 651 N Red Bud Lane, Round Rock Texas 78665 Nature of the other business: US Military Position/Title/Relationship: Employee/Contractor Start Date: 08/01/2014 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Military
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-02 |
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