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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-01-14 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
4180 Us Rte 1, Ste 300, Monmouth Junction, NJ 08852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Monmouth Junction | NJ | 04/2010 | Present |
| J.P. Morgan Securities Llc | Monmouth Junction | NJ | 10/2012 | Present |
| Njvm Llc | East Brunswick | NJ | 05/2012 | Present |
| Txvm Homes Llc | East Brunswick | NJ | 05/2024 | Present |
Entity Name: TXVM Homes LLC Investment related: No Address: East Brunswick NJ 08816 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/24/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property in Texas held under LLC. Spouse manages. Entity Name: Rental Property Investment related: No Address: FLAGLER BEACH, FL Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/01/2012 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Jointly owned rental property with spouse. Spouse Manages Entity Name: Rental Property Investment related: No Address: Smyrna, DE Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/01/2014 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Jointly owned rental property with spouse. Spouse Manages Entity Name: NJVM Homes LLC Investment related: No Address: East Brunswick, NJ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/01/2016 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Joint ownership in LLC with spouse that holds several real estate properties in New Jersey.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-28 |
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