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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 | 2026-01-15 |
Branch Locations
20855 Stone Oak Pkwy, San Antonio, TX 78258 • United States
San Antonio, TX • United States
10 S Dearborn St, Chicago, IL 60603-2300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 01/2026 | Present |
| Swbc Investment Services, Llc | San Antonio | TX | 12/2022 | 01/2026 |
| Goosehead Insurance | San Antonio | TX | 01/2022 | 12/2022 |
| Unemployed | Bryan | TX | 12/2021 | 12/2021 |
| All The Kings Men | Bryan | TX | 07/2020 | 11/2021 |
| Unemployed | College Station | TX | 09/2018 | 06/2020 |
| Department Of Commerce | Washington | DC | 05/2018 | 08/2018 |
| Bbq 13-0 | College Station | TX | 05/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-28 |
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