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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-07 |
| TX | RA | APPROVED | 2025-09-07 |
Branch Locations
560 Mission Street, San Francisco, CA 94105 • United States
805 Sw Broadway, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Portland | OR | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 07/2023 | Present |
| First Republic Bank | Portland | OR | 10/2020 | 07/2023 |
| First Federal | Mcminnville | OR | 05/2014 | 10/2020 |
Effective 3/3/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
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