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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-31 |
Branch Locations
420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fort Worth | TX | 07/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 07/2022 | Present |
| J.P. Morgan | Fort Worth | TX | 06/2021 | 08/2021 |
| Texas A&M | College Station | TX | 08/2021 | 08/2021 |
| Texas A&M University | College Station | TX | 08/2017 | 05/2021 |
| Texas A&M University | College Station | TX | 08/2021 | 06/2022 |
| Unemployed | Arlington | TX | 07/2012 | 05/2017 |
| Osseus | Arlington | TX | 06/2017 | 08/2017 |
| Alamo Pressure Pumping | Arlington | TX | 05/2020 | 08/2020 |
Entity Name: Healthyr Investment related: No "Address: https://behealthyr.com/ 9523 US HWY 42. Prospect, Kentucky, 40059" Nature of the other business: Science Diagnostics Position/Title/Relationship: Board Member Start Date: 04/30/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Healthyr provides science-backed diagnostics, telehealth, cost-savings and next steps to provide personalized insights into customers health. My role will be to passively monitor the investment made into the company by taking place in occasional zoom calls regarding recent performance and direction" Entity Name: GRJ Enterprises LP Investment related: No Address: 1101 N LITTLE SCHOOL RD, ARLINGTON, TX, 76017-1900, UNITED STATES OF AMERICA Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 07/14/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Privately owned family limited partnership to invest in private opportunities as the GP sees fit
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-31 |
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