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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
265 C Street, Silverton, OR 97381 • United States
16115 Se 82Nd Dr, Clackamas, OR 97015 • United States
1089 N 1St St, Stayton, OR 97383 • United States
8869 Se 82Nd Ave, Happy Valley, OR 97086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospect Home Finance | San Diego | CA | 06/2021 | 11/2021 |
| Red O Taste Of Mexico | San Diego | CA | 06/2020 | 05/2021 |
| Northwestern Mutual Investment Services, Llc | San Diego | CA | 11/2021 | 11/2022 |
| Usa Cinema Services Llc | San Diego | CA | 03/2021 | 01/2022 |
| Os Pacific Inc | San Diego | CA | 06/2016 | 09/2019 |
| Fidelity Brokerage Services Llc | San Diego | CA | 12/2022 | 06/2024 |
| Fidelity Personal And Workplace Advisors | San Diego | CA | 08/2023 | 06/2024 |
| J.P. Morgan Securities Llc | Happy Valley | OR | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Happy Valley | OR | 06/2024 | Present |
| Unemployed | San Diego | CA | 10/2019 | 05/2020 |
| Northwestern Mutual | San Diego | CA | 12/2021 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-14 |
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