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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 | 2025-12-04 |
| TX | RA | APPROVED | 2025-12-04 |
Branch Locations
Long Beach, NY • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 03/2019 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2018 | 10/2020 |
| Rise Ny | Huntington | NY | 05/2018 | 07/2018 |
| Renarts | Huntington | NY | 06/2018 | 08/2018 |
| Nyit | Old Westbury | NM | 09/2016 | 12/2018 |
| Amavi Bella Design, Llc | Nesconset | NY | 08/2020 | Present |
| Jpmorgan Chase Bank Na | New York | NY | 10/2020 | Present |
| Jpmorgan Securities Llc | New York | NY | 10/2020 | Present |
| 44 Tena Properties Llc | Nesconset | NY | 09/2021 | Present |
| 2810 Tena Properties Llc | Phoenix | AZ | 07/2022 | Present |
Entity Name: 2810 Tena Properties LLC Investment related: No Address: 2810 E JOAN D'ARC AVENUE, PHOENIX AZ 85032 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/12/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Family Real Estate. Purchasing a property in Arizona. Entity Name: 44 Tena Properties LLC Investment related: N Address: Nesconset, NY 11767 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/15/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real Estate- Residential rental property. Not similar to JPMC role ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: AMAVI BELLA DESIGN, LLC. POSITION: GENERAL PARTNER START DATE: 8/8/2020 ADDRESS: 14 Nesconset, NY 11767 DETAILS: COMING UP WITH DESIGNS AND CONCEPTS FOR ONLINE CLOTHING RETAILER. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 50 HOURS DURING TRADING: 0 Effective 10/16/2020 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-26 |
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