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 |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-03 |
| OH | RA | APPROVED | 2026-06-03 |
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2020-10-19 |
| TX | RA | APPROVED | 2019-10-09 |
Branch Locations
216 Old Country Road Floor 3, Mineola, NY 11501 • United States
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Mineola | NY | 08/2014 | Present |
| Jpmorgan Chase Bank, N.A. | Mineola | NY | 08/2014 | Present |
| Lyft | Queens | NY | 02/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-30 |
Reach out to this advisor