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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-19 |
| TX | RA | APPROVED | 2024-07-19 |
Branch Locations
100 W Putnam Ave Floor 04, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paritas Capital Management, Llc | Greenwich | CT | 06/2016 | 01/2017 |
| Td Private Client Wealth Llc | Wilton | CT | 04/2017 | 07/2024 |
| Td Bank Na | Wilton | CT | 04/2017 | 07/2024 |
| Unemployed | Stamford | CT | 01/2017 | 03/2017 |
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 07/2024 | Present |
| J.P. Morgan Securities Llc | Greenwich | CT | 07/2024 | Present |
Entity Name: Camp Fire Conservation Fund Investment related: Yes Address: https://campfirefund.org/PO Box 678 Millwood, NY 10546 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: The Goals and Objectives of the fund are as follows: ?To educate the public on the historical, current, and future importance of hunters and fishermen in advancing conservation efforts worldwide, ?To support conservation research related to hunting and fishing, ?To educate the next generation of ethical, conservation minded hunters and fishermen, and ?To support the continued and expanded use of land for responsible hunting and fishing. Role is Director an investment committee member. " 1. Name of Entity: National Rifle Association Address of Entity: Private Residence Type of Business: Other- Instructor Position: National Rifle Association Certified Firearm Instructor Duties/Responsibilities: Follow curriculum from NRA to teach firearm safety for those individuals seeking to obtain their State of CT pistol permit. Compensation received: Varies depending on student- $50-200 student Is this Outside Business Activity investment related? No Approximate amount of time devoted on a monthly basis: 8 hours Approximate amount of time devoted during normal trading hours: 0 hours Date of Initial involvement with organization: December 2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-30 |
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