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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED | 2023-11-20 |
Branch Locations
560 Mission Street, San Francisco, CA 94105 • United States
805 Sw Broadway, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | Portland | OR | 12/2017 | 03/2021 |
| Nike Inc | Portland | OR | 03/2016 | 05/2018 |
| Rex Putnam High School | Milwaukie | OR | 12/2015 | 05/2017 |
| D.A. Davidson & Co. | Medford | OR | 04/2021 | 07/2022 |
| First Republic Securities Company, Llc | Portland | OR | 08/2022 | 10/2023 |
| First Republic Investment Management, Inc | Portland | OR | 08/2022 | Present |
| J.P. Morgan Securities Llc | Portland | OR | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Portland | OR | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-20 |
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