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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-24 |
Branch Locations
420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States
405 Colorado St Floor 25 & 24, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fort Worth | TX | 03/2009 | Present |
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 05/2006 | Present |
| Cowtown Capital I, Llc | Fort Worth | TX | 01/2012 | Present |
Entity Name: FWSSS Scholarships, Inc. Investment related: Yes "Address: PO Box 17005 Fort Worth, TX 76102" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Non-profit endowment that funds college scholarships to students attending Texas state universities to study agricultural science degree plans. As member, I will be engaged in scholarship funding and oversight of 3rd party investment manager (not JPM or affiliated with JPM). Entity Name: Baylor Scott & White All Saints Health Foundation Investment related: Yes "Address: 1400 Eight Avenue Fort Worth, TX 76104 https://allsaintsfoundation.bswhealth.com/about" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 09/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Baylor Scott & White All Saints Health Foundation exists to support the Baylor Scott & White All Saints Medical Center - Fort Worth in serving all people through exemplary health care and education. Board member responsibilities include meeting attendance (4/yr), strategic guidance, and general awareness and advocacy in the community. Entity Name: Southwestern Exposition & Livestock Show (aka Fort Worth Stock Show & Rodeo) Investment related: No "Address: 3400 Burnett Tandy Drive Fort Worth, TX 76107www.fwssr.com Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Fort Worth Stock Show & Rodeo is the most authentic western lifestyle experience anywhere - since 1896. It's 23 days of what makes Fort Worth the greatest city in Texas! The FWSSR PRORODEO Tournament tops it off in the world's most awesome venue for rodeo - Dickies Arena. Board member responsibilities include meeting attendance (1/yr), strategic guidance, and general awareness and advocacy in the community. Entity Name: University of North Texas Health Science Center Foundation Investment related: Yes "Address: 3500 Camp Bowie Blvd Fort Worth, TX 76107 https://www.unthsc.edu/give/meet-the-team/unthsc-foundation-board/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 09/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The UNTHSC Foundation is dedicated to one goal: maximizing private resources for all of the educational, research, patient care, and community service activities of the Health Science Center. Board member responsibilities include meeting attendance (6/yr), strategic guidance, and general awareness and advocacy in the community. Entity Name: Cowtown Capital I, LLC Investment related: Yes Address: 2641 Fort Worth, TX Nature of the other business: Ownership and management of single residential rental property that was placed in LLC. Position/Title/Relationship: Partial Owner Start Date: 01-Jan-2012 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Member/Manager Entity Name: Fort Worth Stock Show Syndicate Investment related: Yes Address: P.O. Box Fort Worth, TX 76102 www.fwsss.com Nature of the other business: Financial support for youth Position/Title/Relationship: Officer/Vice Chairman- Finance Start Date: 22-Sep-2016 Approximate # of hours a month: 10 hours/month Approximate # of hours during securities trading hours: 1 Briefly describe your duties: raise money for the youth exhibitors, provide scholarships
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-05 |
Reach out to this advisor