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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-06 |
| FL | RA | APPROVED | 2013-08-12 |
Branch Locations
6020 Lakewood Ranch Blvd, Bradenton, FL 34211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Bradenton | FL | 08/2013 | Present |
| Blue Horseshoe Ranch Llc | Ona | FL | 10/2024 | Present |
Entity Name: Blue Horseshoe Ranch LLC Investment related: No Address: Private Residence Nature of the other business: Ranch Position/Title/Relationship: Owner/Partner Start Date: 10/29/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Cattle Ranch, Wedding Barn. Property is held in LLC with Family members. No connection to JPMC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 2004-09-02 |
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