Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-13 |
Branch Locations
8181 Communications Pkwy, Bldg A, Floor 04, Plano, TX 75024 • United States
Rockwall, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Royse City | TX | 06/2024 | 11/2024 |
| The Yacht Club At Chandler's Landing | Rockwall | TX | 06/2021 | 12/2023 |
| Domino's | College Station | TX | 08/2020 | 04/2021 |
| Texas A&M University | College Station | TX | 08/2017 | 12/2023 |
| Unemployed | Royse City | TX | 09/2012 | 08/2017 |
| J.P. Morgan Securities Llc | Plano | TX | 02/2025 | Present |
| Equitable Advisors | Dallas | TX | 11/2024 | 12/2024 |
| Kemper Sports Management | Rockwall | TX | 01/2024 | 06/2024 |
| Unemployed | Royse City | TX | 01/2025 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-29 |
Reach out to this advisor