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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 | 2023-07-10 |
Branch Locations
420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 05/2023 | Present |
| J.P. Morgan Securities Llc | Fort Worth | TX | 05/2023 | Present |
| Atlas Ridge Advisors Llc | Fort Worth | TX | 01/2023 | 05/2023 |
| Steelhead Capital Management | Fort Worth | TX | 08/2017 | 12/2022 |
| Bios Partners | Fort Worth | TX | 08/2017 | 12/2022 |
| Deloitte Consulting Llp | Dallas | TX | 09/2016 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-10 |
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