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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2023-12-19 |
| TX | RA | APPROVED | 2023-11-20 |
Branch Locations
805 Sw Broadway, Portland, OR 97205 • United States
560 Mission Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | New York | NY | 05/2014 | 06/2017 |
| First Republic Investment Management, Inc. | Portland | OR | 10/2017 | Present |
| First Republic Securities Company, Llc | Portland | OR | 10/2017 | 10/2023 |
| Extended Travel | Portland | OR | 07/2017 | 10/2017 |
| J.P. Morgan Securities Llc | Portland | OR | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 10/2023 | Present |
Entity Name: St. Andrew Nativity - Finance Committee Investment related: Yes Address: https://www.nativityportland.org/ St. Andrew Nativity School P: 503-335-9600 4925 NE 9th Ave F: 503-335-9494 Portland, OR 97211 info@nativityportland.org Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: As a member of the Board of Trustees, I've been asked to join the finance committee. With other board members and the Schools head of operations, we'd review the boards financials relative to their approved budget and provide updates to the board on a meeting by meeting basis. The Nativity Schools has a banking relationship with JPM/Chase (formerly First Republic). I am not involved with the banking relationship. Entity Name: St. Andrew Nativity School Investment related: No "Address: https://www.nativityportland.org/ 4925 NE 9th Ave, Portland, OR 97211" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/18/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: St. Andrew Nativity is a tuition free middle school serving people from low-income backgrounds with the goal of empowering them in their spiritual, intellectual and personal development toward college and career readiness. As a board of trustee I am responsible for attending meetings, fundraising events /efforts, and staying informed on issues related to the school. Nativity School maintains a checking account with First Republic."
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-08-27 |
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