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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-28 |
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 01/2025 | Present |
| J.P. Morgan Securities Llc | New York | NY | 01/2025 | Present |
| J.P Morgan Private Bank | Tampa | FL | 06/2024 | 08/2024 |
| Sunshine Valet | Tampa | FL | 12/2023 | 01/2024 |
| Fit2Run | Tampa | FL | 07/2023 | 09/2023 |
| Enterprise Holdings, Inc | Tampa | FL | 06/2023 | 08/2023 |
| The University Of Tampa | Tampa | FL | 09/2021 | 05/2023 |
| Mizzen + Main | Tampa | FL | 01/2023 | 04/2023 |
| Dick's Sporting Goods | Yonkers | NY | 05/2021 | 08/2021 |
| Unemployed | Mamaroneck | NY | 01/2015 | 04/2021 |
| Unemployed | Brooklyn | NY | 10/2023 | 11/2023 |
| Unemployed | Tampa | FL | 02/2024 | 05/2024 |
| Unemployed | Tampa | FL | 09/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
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