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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 | 2025-08-27 |
| TX | RA | APPROVED | 2025-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jay Maa Brahamani. Llc Dba Kar Kare Company | Brea | CA | 11/2013 | 12/2019 |
| Bank Of America, N.A. | Las Vegas | NV | 11/2019 | 08/2021 |
| Tiaa | Las Vegas | NV | 08/2021 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorportated | Las Vegas | NV | 11/2019 | 08/2021 |
| Fidelity Investments | Salt Lake City | UT | 07/2024 | 06/2025 |
| Fidelity Brokerage Services Llc | Boston | MA | 07/2024 | 06/2025 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 06/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 09/2024 | 03/2025 |
| Patel Capital Llc | Las Vegas | NV | 07/2021 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Las Vegas | NV | 08/2021 | 03/2024 |
| J.P. Morgan Securities Llc | Irvine | CA | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 08/2025 | Present |
Entity Name: Patel Capital LLC Investment related: No Address: Las Vegas, NV Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC created for rental property that I own. t
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-05 |
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