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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
| OH | RA | APPROVED | 2021-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Reserve Academy | Hudson | OH | 08/2011 | 05/2018 |
| Maria Papich Forsyth Dds | Cuyahoga Falls | OH | 08/2013 | 05/2018 |
| Chagrin Valley Athletic Club | Chagrin Falls | OH | 06/2013 | 06/2017 |
| The Prudential Insurance Company Of America | Mayfield Heights | OH | 02/2016 | 06/2018 |
| Pruco Securities | Mayfield Heights | OH | 02/2016 | 06/2018 |
| Jpmorgan Chase Bank, N.A. | Cleveland | OH | 01/2021 | Present |
| J.P. Morgan Securities Llc | Cleveland | OH | 01/2021 | Present |
| Huntington National Bank | Cleveland | OH | 06/2018 | 01/2021 |
| Choolah Holdings Llc | Pepper Pike | OH | 12/2025 | Present |
Entity Name: Choolah Holdings LLC Investment related: No Address: 30100 Chagrin Blvd, Suite 207 Pepper Pike, OH 44124 Nature of the other business: Restaurant Position/Title/Relationship: Owner/Partner Start Date: 12/03/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a fast casual indian BBQ chain Investment. This offer is not JPMorgan Chase related and does not have a Connection to JPMorgan Private Bank.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-07 |
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