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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 06/2026 | Present |
| J.P. Morgan Securities Llc | Irvine | CA | 06/2026 | Present |
| Bernstein Instittional Services Llc | Los Angeles | CA | 04/2024 | 05/2026 |
| Alliancebernstein | New York | CA | 06/2019 | 04/2024 |
| University Of Southern California | Los Angeles | CA | 08/2015 | 05/2019 |
| Wells Fargo | Irvine | CA | 06/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-19 |
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