Best Investors
Account
Sign in
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_RES | 2023-10-12 |
| NY | RA | APPROVED | 2023-10-11 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
1230 Avenue Of The Americas, New York, NY 10020 • United States
Seaford, NY • 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 |
|---|---|---|---|---|
| Citigroup | New York | NY | 03/2016 | 03/2021 |
| First Republic Securities Company, Llc | New York | NY | 03/2021 | 09/2023 |
| First Republic Investment Management, Inc. | New York | NY | 03/2021 | Present |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 10/2023 | Present |
| Daylight Rx Inc | Elmsford | NY | 10/2024 | Present |
Entity Name: Daylight RX Inc Investment related: No "Address: daylightrx.com 2 East Main St Elmsford, NY 10523" Nature of the other business: Healthcare Technology Position/Title/Relationship: Owner/Partner Start Date: 10/02/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Healthcare Technology Company that provides logistics between pharma drug companys and local Pharmacies - i am investing as a Seed series Preffered Stock Holder
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-09 |
Reach out to this advisor