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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 | 2025-08-25 |
| TX | RA | APPROVED | 2025-08-25 |
Branch Locations
270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2025 | Present |
| J.P. Morgan Securities Llc | New York | NY | 07/2025 | Present |
| Unc Kenan-Flagler Business School | Chapel Hill | NC | 07/2023 | 06/2025 |
| Ovaterra Llc | Charlottesville | VA | 05/2022 | 11/2023 |
| University Of Virginia | Charlottesville | VA | 08/2019 | 05/2023 |
| Quantbase Investments Llc | Charlottesville | VA | 11/2022 | 03/2023 |
| Idea Fund Partners | Washington D.C. | DC | 06/2022 | 09/2022 |
| Unemployed | Washington D.C. | DC | 07/2015 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-23 |
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