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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 | 2026-04-27 |
| TX | RA | APPROVED | 2026-04-27 |
Branch Locations
270 Park Avenue, Floor 25 & 43, 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 | 12/2025 | Present |
| J.P. Morgan Securities Llc | New York | NY | 12/2025 | Present |
| Cibc Private Wealth | Montreal | 05/2022 | 12/2025 | |
| Rbc Wealth Management | Montreal | 11/2018 | 05/2022 | |
| Rbc Wealth Management | Montreal | 04/2015 | 11/2018 |
NAME OF OTHER BUSINESS:Rental property in Montreal IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Montreal,,10016,CAN NATURE OF OTHER BUSINESS:Rental property in Montreal YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2023-12-12 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:1 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Rental property located in Montreal, which I own 50-50 with my wife Vanessa Colaianni. Market value 390K CAD. Property has not been rented since May 2025, currently on the market for sale by licenced broker in Montreal. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
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