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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 | 2025-05-05 |
| IL | RA | APPROVED | 2025-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Glenview | IL | 03/2021 | Present |
| J.P. Morgan Securities Llc | Glenview | IL | 03/2021 | Present |
| Northwestern Mutual | Downers Grove | IL | 05/2019 | 12/2020 |
| North Central College | Naperville | IL | 09/2018 | 05/2020 |
| Koerner's Distributor | Effingham | IL | 06/2018 | 08/2018 |
| Unemployed | Effingham | IL | 08/2017 | 06/2018 |
| Unemployed | Lisle | IL | 12/2020 | 03/2021 |
| Unit 40 School District | Effingham | IL | 06/2017 | 08/2017 |
| Unemployed | Effingham | IL | 08/2016 | 06/2017 |
| Unemployed | Naperville | IL | 08/2018 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-20 |
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