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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 | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
1230 Avenue Of The Americas, New York, NY 10020 • United States
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 11/2025 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 11/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 09/2003 | 11/2025 |
| Bank Of America | Atlanta | GA | 09/2003 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-18 |
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