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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Plano | TX | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 04/2026 | Present |
| Us Army Reserves | New Orleans | LA | 05/2025 | Present |
| Equitable | Dallas | TX | 08/2025 | 03/2026 |
| Unemployed | Dallas | TX | 04/2016 | 04/2025 |
Entity Name: US Army Reserves Investment related: No Address: 5010 Leroy Johnson Dr, New Orleans, LA. Nature of the other business: Military Position/Title/Relationship: Employee/Contractor Start Date: 05/23/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a Reserve Army Officer, it is not similar to my role here nor is there any connection.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-18 |
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