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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Lakeland | FL | 08/2022 | 04/2024 |
| J.P. Morgan Securities Llc | Lakeland | FL | 08/2022 | 04/2024 |
| Residential Roofing Depot, Llc | Lakeland | FL | 06/2021 | 08/2022 |
| Berkshire Hathaway Homeservices Florida Properties Group | Lakeland | FL | 10/2020 | 08/2022 |
| Keller Williams Realty - Lakeland | Lakeland | FL | 02/2013 | 09/2020 |
| Jpmorgan Chase Bank (Mi) | Lakeland | FL | 04/2024 | Present |
| J.P. Morgan Securities Llc | Lakeland | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-30 |
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