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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-06 |
Branch Locations
112 W Adams St Ste 101, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 03/2026 | Present |
| J.P. Morgan Securities Llc | Jacksonville | FL | 03/2026 | Present |
| Unemployed | Jacksonville | FL | 10/2025 | 02/2026 |
| Congruent Wealth | Jacksonville | FL | 01/2025 | 09/2025 |
| Vystar Credit Union | Jacksonville | FL | 01/2020 | 01/2025 |
| Unemployed | Jacksonville | FL | 09/2019 | 12/2019 |
| Republic National Distributing Company | Jacksonville | FL | 08/2019 | 08/2019 |
| Publix Supermarkets | Jacksonville | FL | 10/2009 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-13 |
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