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 |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-23 |
| TX | RA | APPROVED | 2022-08-23 |
Branch Locations
560 Mission St Floor 22, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | San Francisco | CA | 07/2022 | Present |
| Jpmorgan Securities Llc | San Francisco | CA | 07/2022 | Present |
| Possible Finance | Phoenix | AZ | 06/2020 | 01/2022 |
| Lockheed Martin | Sunnyvale | CA | 06/2021 | 08/2021 |
| Midfirst Bank | Phoenix | AZ | 06/2020 | 08/2020 |
| S.t.o.r.e. Capital | Phoenix | AZ | 06/2019 | 09/2019 |
| Mountain View Family Physicians | Phoenix | AZ | 09/2015 | 08/2018 |
| Addison Group | Arizona | CA | 12/2020 | 01/2021 |
| Unemployed | Phoenix | AZ | 09/2018 | 05/2019 |
| Unemployed | Phoenix | AZ | 10/2019 | 05/2020 |
| Unemployed | Santa Clara | CA | 02/2022 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-23 |
Reach out to this advisor