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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED | 2025-09-29 |
Branch Locations
270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • 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 | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2025 | Present |
| Unemployed | West Chester | PA | 06/2025 | 06/2025 |
| Bucknell University | Lewisburg | PA | 04/2022 | 05/2025 |
| Bucknell University | Lewisburg | PA | 08/2021 | 05/2025 |
| Wisler, Pearlstine, Talone | Malvern | PA | 11/2024 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2024 | 08/2024 |
| The Stanley Laman Group | Berwyn | PA | 05/2023 | 01/2024 |
| Lentz, Cantor & Massey, Ltd | Malvern | PA | 05/2020 | 01/2023 |
| Sodexo | Cheektowaga | NY | 03/2020 | 07/2020 |
| Wellington At Hershey'S Mill | West Chester | PA | 02/2020 | 03/2020 |
| Unemployed | West Chester | PA | 07/2015 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
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