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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 | 2025-03-24 |
| TX | RA | APPROVED_RES | 2025-03-24 |
Branch Locations
270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colgate University | Hamilton | NY | 01/2014 | 05/2017 |
| Shearman & Sterling Llp | New York | NY | 06/2017 | 06/2018 |
| Unemployed | New York | NY | 07/2018 | 02/2019 |
| Alliancebernstein, L.P. | New York | NY | 03/2019 | 09/2021 |
| Citigroup Inc. | New York | NY | 09/2021 | 03/2025 |
| J.P. Morgan Securities Llc | New York | NY | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-25 |
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