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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_RES | 2025-07-15 |
| SC | RA | APPROVED | 2024-07-23 |
Branch Locations
1611 Augusta St, Greenville, SC 29605 • United States
411 Harrison Bridge Rd, Simpsonville, SC 29680 • United States
3055 N Main St Lot 1, Anderson, SC 29621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clemson University | Clemson | SC | 08/2019 | 12/2022 |
| State Farm | Greenville | SC | 05/2022 | 08/2022 |
| Thornblade Club | Greer | SC | 05/2019 | 08/2021 |
| Upstate Pool Management | Simpsonville | SC | 05/2017 | 08/2018 |
| Unemployed | Taylors | SC | 07/2014 | 04/2017 |
| Equitable Advisors, Llc | New York | NY | 11/2022 | 07/2024 |
| J.P. Morgan Securities Llc | Simpsonville | SC | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Simpsonville | SC | 07/2024 | Present |
| Equitable Finl | New York | NY | 11/2022 | 07/2024 |
| Unemployed | Greer | SC | 09/2018 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-18 |
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