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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-19 |
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 05/2025 | Present |
| Standish Management Llc | Denver | CO | 06/2021 | 04/2025 |
| Manhattan Sandwich Company | Marblehead | MA | 04/2017 | 08/2020 |
| Gottier Investments | Windsor | CT | 07/2019 | 08/2019 |
| Miami University | Oxford | OH | 08/2017 | 05/2021 |
| Unemployed | Marblehead | MA | 09/2016 | 03/2017 |
Effective 5/5/2025 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 | 2025-08-15 |
Reach out to this advisor