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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 | 2024-08-15 |
Branch Locations
6101 Legacy Dr, Floor 01, Plano, TX 75024 • United States
Jpmc Campus Legacy West, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nick And Sam'S Grill | Dallas | TX | 09/2017 | 02/2023 |
| Columbus Symphony Orchestra | Columbus | GA | 05/2014 | 04/2017 |
| J.P. Morgan Securities Llc | University Park | TX | 07/2019 | Present |
| Jpmorgan Chase Bank, N.A. | University Park | TX | 07/2019 | Present |
| Unemployed | Dallas | TX | 05/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-16 |
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