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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 | 2026-01-05 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2024 | Present |
| J.P. Morgan Securities Llc | New York | NY | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2023 | 07/2024 |
| First Republic Bank | New York | NY | 06/2021 | 07/2023 |
| Baruch College | New York | NY | 02/2021 | 05/2021 |
| Perelman Realty | New York | NY | 08/2020 | 03/2021 |
| City Of New York Board Of Elections | New York | NY | 01/2020 | 12/2020 |
| Poulos Lopiccolo Pc. | New York | NY | 09/2017 | 09/2019 |
| Poulos Lopiccolo Pc | New York | NY | 06/2017 | 08/2017 |
| Baruch College | New York | NY | 08/2020 | 06/2023 |
| St. John's University | New York | NY | 08/2014 | 05/2018 |
| Unemployed | New York | NY | 10/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-29 |
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