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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-07 |
| TX | RA | APPROVED | 2026-07-07 |
Branch Locations
277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2026 | Present |
| Eon Property Group Inc | St. Albans | NY | 08/2025 | Present |
| Morgan Stanley | New York | NY | 09/2025 | 05/2026 |
| Unemployed | Baldwin | NY | 06/2025 | 08/2025 |
| Rbc | Houston | TX | 06/2021 | 05/2025 |
| Baruch College | New York | NY | 08/2019 | 06/2021 |
| American Express | New York | NY | 07/2020 | 08/2020 |
| Bank Of America Private Bank/Merrill Lynch | New York | NY | 10/2016 | 07/2019 |
| Merrill Lynch | New York | NY | 07/2014 | 10/2016 |
| 337 Halsey Street Llc | Albans | NY | 07/2026 | Present |
Entity Name: 337 Halsey Street LLC Investment related: No Address: Albans, NY Nature of the other business: Real Estate Position/Title/Relationship: Advisor/Officer Start Date: 07/31/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The sole purpose of the entity is to hold a real estate property. My role would be an officer. The other officers are immediate family members. This role is very different from my current role and no connection to JPM. NAME OF OTHER BUSINESS:EON Property Group, Inc. IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:114-63 Farmers Blvd,St. Albans,NY,11412,USA NATURE OF OTHER BUSINESS:Real Estate YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Officer or Advisor of another company START DATE OF YOUR RELATIONSHIP:2025-08-06 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:1 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:holding company to purchase real estate IS THIS A RESIDENTIAL ADDRESS?:No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-26 |
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