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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 |
|---|---|---|---|
| ME | RA | APPROVED | 2026-01-14 |
| CT | RA | APPROVED | 2023-11-20 |
| TX | RA | APPROVED | 2023-11-20 |
Branch Locations
160 Federal Street, Boston, MA 02110 • United States
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2016 | 04/2018 |
| Bank Of America, N.A. | Boston | MA | 03/2018 | 04/2018 |
| First Republic Investment Management, Inc. | Boston | MA | 04/2018 | Present |
| First Republic Securities Company, Llc | Boston | MA | 04/2018 | 10/2023 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-16 |
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