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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 | 2026-07-08 |
| NY | RA | APPROVED | 2026-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 07/2022 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2022 | Present |
| 32Group | New York City | NY | 09/2020 | 12/2021 |
| American Italian Cancer Foundation | New York City | NY | 02/2019 | 03/2019 |
| Shepherd Higher Education Consortium On Poverty | New York City | NY | 06/2018 | 09/2018 |
| Bob Woodruff Foundation | New York City | NY | 06/2017 | 09/2017 |
| Unemployed | New York City | NY | 01/2022 | 06/2022 |
| Unemployed | New York City | NY | 04/2019 | 08/2020 |
| Unemployed | New York City | NY | 10/2018 | 01/2019 |
| Unemployed | New York City | NY | 10/2017 | 05/2018 |
| Unemployed | Champaign | IL | 09/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-10 |
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