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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-13 |
| NJ | RA | APPROVED | 2026-02-13 |
| NY | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Northport | NY | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Northport | NY | 02/2026 | Present |
| Macy's | Lake Grove | NY | 12/2025 | 01/2026 |
| D. Boral Capital | Woodbury | NY | 03/2025 | 12/2025 |
| Allied Recovery Solutions Inc | Sayville | NY | 11/2021 | 03/2025 |
| Florida Financial Advisors | Remote | FL | 04/2024 | 09/2024 |
| Town Of Brookhaven | Centereach | NY | 05/2019 | 08/2023 |
| Wolf Run Capital | Remote | CA | 08/2022 | 12/2022 |
| Blue Tortilla Fresh Mexican Grille | Selden | NY | 09/2020 | 06/2021 |
| Unemployed | Selden | NY | 02/2016 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-13 |
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