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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-03-02 |
| TX | RA | APPROVED | 2022-02-11 |
Branch Locations
664 Pompton Ave, Cedar Grove, NJ 07009 • United States
600 Valley Road, Upper Montclair, NJ 07043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Paramus | NJ | 01/2015 | 01/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2022 |
| J.P. Morgan Securities Llc | Upper Montclair | NJ | 01/2022 | Present |
| Jp Morgan Chase Bank, N.A. | Upper Montclair | NJ | 01/2022 | Present |
| Strategic Advisers Llc | Paramus | NJ | 01/2015 | 07/2018 |
| Zingcycle Llc | Paramus | NJ | 02/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-23 |
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