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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-23 |
| TX | RA | APPROVED | 2025-10-23 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2023 | Present |
| J.P. Morgan Securities Llc | New York | NY | 09/2025 | Present |
| Promontory Club | Park City | UT | 11/2022 | 03/2023 |
| Market Street Grill (Gastronomy Inc) | Cottonwood Heights | UT | 10/2021 | 04/2022 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 06/2022 | 08/2022 |
| Airstream Of Utah (Better Days Rv, Inc) | Salt Lake City | UT | 06/2020 | 10/2021 |
| Jimmy Johns (D&D Management Group) | Salt Lake City | UT | 01/2019 | 07/2019 |
| Snowbird | Snowbird | UT | 06/2019 | 08/2019 |
| Buffalo Wild Wings | Orlando | FL | 02/2018 | 10/2018 |
| University Of Utah | Salt Lake City | UT | 01/2018 | 12/2022 |
| Grand America Resort | Salt Lake City | UT | 02/2020 | 12/2020 |
| Unemployed | Salt Lake City | UT | 09/2015 | 12/2017 |
| Unemployed | Salt Lake City | UT | 04/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-10 |
Reach out to this advisor