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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED_RES | 2024-10-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Mount Pleasant | SC | 08/2014 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Mount Pleasant | SC | 09/2021 | 10/2024 |
| Outback Steakhouse | North Charleston | SC | 02/2018 | 05/2021 |
| Hulsing Hotels Inc | Bristol | VA | 09/2011 | 12/2017 |
| Jpmorgan Chase Bank (Az) | Phoenix | AZ | 10/2024 | Present |
| J.P. Morgan Securities Llc | Phoenix | AZ | 10/2024 | Present |
| Jdunks Properties Llc | North Charleston | SC | 06/2021 | 02/2026 |
| Powerplants | Scottsdale | AZ | 05/2025 | Present |
| Hillstone Restaurant Group | Phoenix | AZ | 10/2025 | 11/2025 |
Entity Name: PowerPlants Investment related: No Address: Private Residence Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 05/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: As owner and sole operator of PowerPlants LLC, I am using my personal money to purchase and repot houseplants and sell them on Etsy. This is a hobby that I will do on my own, on weekends, outside of business hours. There is no conflict of interest or overlap or solicitation. Very small scale.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-09 |
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