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 | 2026-02-13 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Dallas | TX | 12/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 12/2025 | Present |
| Atlas Fund Ltd | Dallas | TX | 02/2022 | 11/2025 |
| Masterson Advisors Llc | Dallas | TX | 11/2018 | 01/2022 |
| Hilltop Securities Inc | Dallas | TX | 01/2016 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-10 |
Reach out to this advisor