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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-27 |
Branch Locations
89 Main Street, Sag Harbor, NY 11963 • United States
1450 Old Country Rd, Riverhead, NY 11901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Riverhead | NY | 06/2018 | Present |
| J.P. Morgan Securities Llc | Riverhead | NY | 06/2018 | Present |
| P. Kevin Fischer Agency Inc. | Ridge | NY | 10/2016 | 06/2018 |
| Geico | Woodbury | NY | 05/2012 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-18 |
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