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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 | 2026-07-27 |
| NY | RA | APPROVED | 2026-07-24 |
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 |
|---|---|---|---|---|
| Goldman Sachs | Los Angeles | CA | 06/2020 | 05/2023 |
| New York University | New York | NY | 09/2016 | 05/2020 |
| Goldman Sachs | Los Angeles | CA | 06/2019 | 08/2019 |
| Office Of The New York City Comptroller | New York | NY | 06/2018 | 08/2018 |
| Moda Operandi | New York | NY | 01/2017 | 06/2017 |
| Unemployed | Del Mar | CA | 06/2023 | 12/2023 |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 01/2024 | Present |
| J.P. Morgan Securities Llc | Los Angeles | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-11 |
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