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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 | 2022-04-16 |
Branch Locations
420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 12/2021 | Present |
| J.P. Morgan Securities Llc | Fort Worth | TX | 12/2021 | Present |
| Davenport Consulting Llc | Aledo | TX | 10/2019 | Present |
| The Parc Vet | Fort Worth | TX | 03/2020 | 07/2021 |
| Audia | Celina | TX | 09/2019 | 02/2020 |
| Young Life | Buena Vista | CO | 03/2012 | 08/2019 |
Entity Name: Davenport Consulting LLC Investment related: N Address: Private Residence Nature of the other business: Consulting Position/Title/Relationship: Owner/Partner Start Date: 10/01/2019 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: - Davenport Consulting is my LLC (I am the sole member) - Leadership and organizational health consulting/coaching - #6: Prior to my employment with JPMPB (fall 2021) I assisted on a consulting project involving a client of JPMPB Fort Worth (I was not aware at the time)."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-15 |
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