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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-26 |
| TX | RA | APPROVED | 2025-12-26 |
Branch Locations
560 Mission St Floor 22, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 11/2025 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 11/2025 | Present |
| Quantumedge Capital Limited | Menlo Park | CA | 05/2025 | 11/2025 |
| Guangzhou Ocusun Ophthalmic Biotech | Guangzhou | 03/2023 | 06/2024 | |
| Cbc Group | Shanghai | 04/2018 | 10/2022 | |
| Unilever | Shanghai | 01/2018 | 04/2018 | |
| China Huiyuan Juice Group Limited | Beijing | 03/2014 | 12/2017 | |
| Unemployed | Shanghai | 11/2022 | 02/2023 | |
| Unemployed | Shanghai | 07/2024 | 08/2024 | |
| Unemployed | Menlo Park | CA | 08/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-08 |
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