Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2025-10-30 |
| TX | RA | APPROVED | 2025-10-30 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
1230 Avenue Of The Americas, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2025 | Present |
| Narmi Inc. | New York | NY | 12/2024 | 04/2025 |
| Oracle Corporation | Burlington | MA | 08/2022 | 11/2024 |
| Adams Fairacre Farms | Wappingers Falls | NY | 12/2021 | 12/2022 |
| Boston College | Boston | MA | 08/2018 | 05/2022 |
| Unemployed | Garrison | NY | 04/2015 | 07/2018 |
Effective 4/14/2025 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 | 2025-10-17 |
Reach out to this advisor