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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 | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 11/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 11/2025 | Present |
| Equitable Financial Life Insurance | San Francisco | CA | 02/2025 | 11/2025 |
| Equitable Advisors, Llc | San Francisco | CA | 02/2025 | 11/2025 |
| Unemployed | San Mateo | CA | 07/2024 | 01/2025 |
| Industrial Plumbing Supply | San Luis Obispo | CA | 01/2021 | 06/2024 |
| Unemployed | San Luis Obispo | CA | 07/2020 | 12/2020 |
| The Cliffs Hotel | Pismo Beach | CA | 08/2014 | 06/2020 |
| Bmw Of San Luis Obispo | San Luis Obispo | CA | 11/2018 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-27 |
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