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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 12/2019 | Present |
| J.P. Morgan Securities Llc | Columbus | OH | 06/2021 | Present |
| United States Postal Service | Columbus | OH | 11/2018 | 05/2021 |
| Speedway | Columbus | OH | 09/2018 | 11/2018 |
| Wilberforce University | Wilberforce | OH | 08/2014 | 05/2018 |
| Walmart | Columbus | OH | 03/2017 | 05/2017 |
| Wilberforce University | Wilberforce | OH | 08/2014 | 08/2020 |
| Shoe Show, Inc. | Columbus | OH | 05/2017 | 05/2017 |
| Living On A Promise, Llc | Columbus | OH | 09/2019 | 03/2024 |
| The Hoop Academy | Columbus | OH | 07/2022 | 02/2025 |
| Breckenridge Estates Llc | Columbus | OH | 03/2024 | Present |
Entity Name: BRECKENRIDGE ESTATES LLC Investment related: No Address: Columbus, OH 43219 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/07/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Fix & Flip, wholesaling, Renting residential properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-23 |
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