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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2024-12-26 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 01/2022 | 12/2024 |
| Chase Bank | Palm Beach Gardens | FL | 03/1997 | 01/2022 |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 12/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 12/2024 | Present |
Effective 12/16/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-08 |
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