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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symmetry Financial Group | Sacramento | CA | 09/2023 | 09/2024 |
| Ryan Parry | Marina | CA | 12/2020 | 12/2023 |
| Ubs | Carmel-By-The-Sea | CA | 06/2022 | 06/2023 |
| Tehema Country Club | Carmel-By-The-Sea | CA | 12/2019 | 06/2023 |
| Monterey Peninsula Country Club | Pebble Beach | CA | 02/2022 | 05/2023 |
| Monterey Peninsula Country Club | Pebble Beach | CA | 11/2020 | 05/2022 |
| Parry Physical Therapy | Sacramento | CA | 02/2020 | 07/2020 |
| Morton Golf Company | Sacramento | CA | 10/2015 | 08/2019 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 09/2024 | Present |
| Unemployed | Marina | CA | 09/2019 | 11/2019 |
| Tehema Country Club | Carmel-By-The-Sea | CA | 07/2020 | 06/2023 |
Entity Name: Parry Physical Therapy Investment related: No Address: 3401 Folsom Blvd #B Sacramento, CA 95816 https://parrypt.com/ Nature of the other business: Physical Therapy Position/Title/Relationship: Owner/Partner Start Date: 11/06/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Passive investor in family business. Given an ownership interest as apart of family business estate planning. No active participation in business or day to day operations. No correlation to current firm role and no known business connection to JPMorganChase. The business is a Physical Therapy practice owned and operated in Sacramento.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-04 |
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