Best Investors
Account
Sign in
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 | 2024-02-29 |
Branch Locations
20855 Stone Oak Pkwy, San Antonio, TX 78258 • United States
Blanco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfiled | IA | 12/2022 | 11/2023 |
| Austin Neurospine | Austin | TX | 08/2021 | 02/2022 |
| Baylor Scott And White Health - Lakeway Hospital | Lakeway | TX | 07/2019 | 08/2021 |
| Jane Allen Cpa Pc | Lakeway | TX | 06/2017 | 06/2019 |
| Paragon Printing And Mailing/Murphy Connected | Austin | TX | 04/2016 | 06/2017 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 06/2023 | 11/2023 |
| J.P. Morgan Securities Llc | San Antonio | TX | 02/2024 | Present |
| Whole Foods | Bee Cave | TX | 05/2019 | 06/2019 |
| Texas Hills Financial Group | Dripping Springs | TX | 02/2022 | 11/2023 |
| Unemployed | Austin | TX | 12/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-10 |
Reach out to this advisor