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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 | 2023-07-17 |
| TX | RA | APPROVED | 2023-07-17 |
Branch Locations
270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | New York | NY | 07/2022 | 05/2023 |
| Wealthspire Advisors | New York | NY | 06/2022 | 08/2022 |
| Boston College | Chestnut Hill | MA | 08/2018 | 05/2022 |
| Loneless Holdings Llc | Waldwick | NJ | 09/2022 | 02/2024 |
| Jpmorgan Securities Llc | New York | NY | 05/2023 | Present |
| Jpmorgan Chase Bank, Na | New York | NY | 05/2023 | Present |
| Pb Eagle Llc | Saddle River | NJ | 02/2019 | 03/2020 |
| Buzzvil | New York | NY | 05/2019 | 08/2019 |
| Pb Of Ridgewood Llc | Ridgewood | NJ | 04/2018 | 08/2018 |
| Unemployed | Waldwick | NJ | 02/2018 | 03/2018 |
| Bounce Safari Llc | Waldwick | NJ | 12/2017 | 01/2018 |
| Unemployed | Waldwick | NJ | 05/2013 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-14 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-19 |
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