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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Houston | TX | 01/2025 | Present |
| J.P. Morgan Securities Llc | Houston | TX | 01/2025 | Present |
| Deutsche Bank (Suisse) | Geneva | 09/2022 | 12/2024 | |
| Bank Julius Baer | Geneva | 07/2019 | 08/2022 | |
| Grupo Financiero Actinver | Mexico City | 11/2014 | 06/2017 | |
| Hec Paris | Jouy En Josas | 09/2017 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
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