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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 | 2021-05-27 |
Branch Locations
3720 State Hwy 121, Plano, TX 75025 • United States
2050 N Dallas Pkwy , Prosper, TX 75078 • United States
6101 Legacy Dr, Floor 2, Plano, TX 75024 • United States
4895 St Hwy 121, The Colony, TX 75056 • United States
1017 Hickory Creek Blvd, Hickory Creek, TX 75065 • United States
5005 Teasley Ln, Denton, TX 76210 • United States
5375 Lebanon Rd, Frisco, TX 75034 • United States
2310 Colorado Blvd., Denton, TX 76205 • United States
4900 Eldorado Pkwy, Frisco, TX 75033 • United States
3127 Main St, Frisco, TX 75034 • United States
6101 Legacy Dr, Floor 01, Plano, TX 75024 • United States
11551 Preston Road, Frisco, TX 75033 • United States
2701 Fm-423, Little Elm, TX 75068 • United States
Jpmc Campus Legacy West, Plano, TX 75024 • United States
4998 Preston Road, Frisco, TX 75034 • United States
5766 Fm 423, Frisco, TX 75036 • United States
2805 W University Dr, Denton, TX 76201 • United States
4790 W University Dr, Prosper, TX 75078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/2009 | 06/2017 |
| Td Ameritrade, Inc | Fort Worth | TX | 05/2017 | 05/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 05/2021 | Present |
| Jp Morgan Chase Bank, N.A. | Plano | TX | 05/2021 | Present |
| Td Ameritrade Investment Management, Llc | Fort Worth | TX | 06/2017 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-28 |
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