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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hollister Co. | Sanford | FL | 11/2016 | 08/2017 |
| Outback Steakhouse | Oviedo | FL | 08/2017 | 09/2018 |
| The Hangry Bison | Winter Park | FL | 08/2018 | 09/2025 |
| Lake Mary Dentistry, P.A. | Lake Mary | FL | 11/2021 | 08/2023 |
| The Vanguard | Orlando | FL | 12/2020 | 09/2025 |
| Michael Burgoon | Orlando | FL | 09/2023 | 09/2025 |
| Nuspine Chiropractic | Orlando | FL | 06/2023 | 12/2024 |
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2025 | 03/2026 |
| Unemployed | Winter Springs | FL | 04/2016 | 10/2016 |
| J.P. Morgan Securities Llc | Chicago | IL | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 04/2026 | Present |
| M&B Marketing & Staffing | Winter Park | FL | 07/2023 | 12/2024 |
Effective 4/13/2026 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 | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-09 |
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