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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 | 2026-02-18 |
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Menlo Park | CA | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Menlo Park | CA | 12/2019 | Present |
| J.P. Morgan Securities Llc | Menlo Park | CA | 12/2019 | 03/2025 |
| Bank Of America | Cupertino | CA | 12/2018 | 12/2019 |
| Unemployed | Freemont | CA | 10/2018 | 11/2018 |
| Pnc | Pittsburgh | PA | 03/2015 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-04 |
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