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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-10
TX RA APPROVED 2024-04-10
  • NY RA
    APPROVED
    Since 2024-04-10
  • TX RA
    APPROVED
    Since 2024-04-10

Branch Locations

270 Park Ave Floor 10, New York, NY 10017 • United States

383 Madison Ave Floor 14, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Columbus OH 11/2022 Present
Jpmorgan Chase Bank, N.A. Columbus OH 03/2021 11/2022
Jpmorgan Chase Bank, N.A. Columbus OH 06/2019 03/2021
Ohiohealth Columbus OH 05/2017 05/2019
The Ohio State University Columbus OH 01/2015 05/2019
  • 11/2022 → Present
    Columbus, OH
  • 03/2021 → 11/2022
    Jpmorgan Chase Bank, N.A.
    Columbus, OH
  • 06/2019 → 03/2021
    Jpmorgan Chase Bank, N.A.
    Columbus, OH
  • 05/2017 → 05/2019
    Ohiohealth
    Columbus, OH
  • 01/2015 → 05/2019
    The Ohio State University
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-19
  • S66 Uniform Combined State Law Examination
    2023-04-19
Other Names
  • Jason Patrick Bowman

View on SEC IAPD

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