Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-20 |
| TX | RA | APPROVED | 2024-05-15 |
Branch Locations
Boca Raton, FL • United States
5100 Town Center Circle, Boca Raton, FL 33486 • United States
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 10/2010 | 08/2022 |
| J.P. Morgan Securities Llc | New York | NY | 10/2008 | 08/2022 |
| Jf & Cs Foundation Inc. | Palm Beach Gardens | FL | 04/2019 | 05/2020 |
| Jf&Cs Foundation Inc. | Atlanta | GA | 04/2019 | 05/2020 |
| First Republic Securities Company, Llc | Boca Raton | FL | 08/2022 | 10/2023 |
| First Republic Investment Management, Inc. | Boca Raton | FL | 08/2022 | Present |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-14 |
Reach out to this advisor