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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED | 2025-01-29 |
Branch Locations
270 Park Avenue 23Rd Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New York | NY | 02/2022 | 03/2024 |
| Jpmorgan Securities Llc | New York | NY | 02/2022 | 03/2024 |
| Cambridge Associates | New York | NY | 07/2019 | 02/2022 |
| University Of St Andrews | St Andrews | 09/2015 | 06/2019 | |
| Weeden & Co. | New York | NY | 06/2018 | 08/2018 |
| Powell Communications | New York | NY | 05/2017 | 08/2017 |
| Corepower Yoga | New York | NY | 10/2024 | 05/2025 |
| Skillset Early Careers | New York | NY | 09/2024 | 01/2025 |
| Partners Capital | New York | NY | 04/2024 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 01/2025 | Present |
| J.P. Morgan Securities Llc | New York | NY | 01/2025 | Present |
| Corepower Yoga | New York | NY | 09/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-14 |
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