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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-24 |
| TX | RA | APPROVED | 2024-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Brooklyn | NY | 09/2014 | 04/2018 |
| Jp Morgan Chase Bank | Brooklyn | NY | 09/2014 | 04/2018 |
| Bank Of America, N.A. | New York | NY | 05/2018 | 04/2024 |
| J.P. Morgan Securities Llc | New York | NY | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2024 | Present |
| Jung Holdings Llc | Walton | NY | 01/2022 | Present |
Entity Name: JUNG HOLDINGS LLC Investment related: No Address: WALTON NY 13856 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: HOLDING AND MANAGING RENTAL PROPERTIES Name of outside business organization: Ho kyung Jung Investment related: N Address of business: 16668 state highway 206 walton ny 13856 Nature of business: rental property management Position, title, association: Sole owner, Start date of relationship: 5/14/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: manage investment property under personal name. For profit or not for profit: Entity For Profit
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-08 |
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