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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 | 2022-08-07 |
| TX | RA | APPROVED | 2022-08-07 |
Branch Locations
560 Mission St Floor 22, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | San Francisco | CA | 07/2019 | 04/2021 |
| Jpmorgan Securities Llc | San Francisco | CA | 07/2019 | 04/2021 |
| Jpmorgan Chase Bank Na | San Francisco | CA | 05/2018 | 08/2018 |
| Premier Properties | Palo Alto | CA | 05/2017 | 07/2017 |
| Ourglass Inc | Campbell | CA | 07/2016 | 09/2016 |
| Gonzaga University | Spokane | WA | 09/2015 | 05/2019 |
| Avalara | Seattle | WA | 05/2021 | 07/2022 |
| Jpmorgan Chase Bank Na | San Francisco | CA | 07/2022 | Present |
| Jpmorgan Securities Llc | San Francisco | CA | 07/2022 | Present |
| Unemployed | Saratoga | CA | 06/2019 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-28 |
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