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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Portland | OR | 10/2023 | 05/2025 |
| Wells Fargo Bank, N.A. | Portland | OR | 10/2023 | 04/2025 |
| H&R Block | Portland | OR | 12/2022 | 05/2023 |
| Wells Fargo Bank, N.A. | Portland | OR | 05/2022 | 10/2022 |
| Miss Carols Good Friends | Portland | OR | 09/2020 | 03/2022 |
| Black Rock Coffee | Portland | OR | 01/2020 | 07/2020 |
| Bathrobe Records/The Big Legrowlski | Portland | OR | 02/2019 | 03/2020 |
| World Foods | Portland | OR | 04/2019 | 06/2019 |
| Jimmy John's | Hillsboro | OR | 01/2018 | 08/2018 |
| Dominos Pizza | Aloha | OR | 06/2017 | 09/2017 |
| Dominos Pizza | Lake Oswego | OR | 08/2016 | 12/2016 |
| Legacy Health | Portland | OR | 11/2022 | 12/2022 |
| 7-Eleven | Portland | OR | 05/2017 | 06/2018 |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 05/2025 | Present |
| J.P. Morgan Securities Llc | Portland | OR | 05/2025 | Present |
| Unemployed | Portland | OR | 01/2017 | 04/2017 |
| Unemployed | Portland | OR | 09/2018 | 01/2019 |
| Unemployed | Portland | OR | 08/2020 | 08/2020 |
| Unemployed | Portland | OR | 04/2022 | 04/2022 |
| Unemployed | Portland | OR | 06/2023 | 09/2023 |
Entity Name: PRGN.CITY LLC Investment related: No "Address: 5441 S MACADAM AVE STE N , PORTLAND, OR 97239 www.prgncity.net" Nature of the other business: Audio-Visual Services Position/Title/Relationship: Employee/Contractor Start Date: 06/13/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: PRGN.CITY LLC is provides audio/video services for events. I am not an employee, but I performed a one-time paid service as a DJ.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-25 |
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