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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-15 |
| TX | RA | APPROVED | 2024-08-15 |
Branch Locations
270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Colony Group, Llc | Boston | MA | 07/2022 | 07/2024 |
| Choose Life, Inc. | Los Angeles | CA | 08/2008 | 12/2023 |
| Jpmorgan Chase Bank, Na | New York | NY | 08/2024 | Present |
| Jpmorgan Securities Llc | New York | NY | 08/2024 | Present |
| 11 Ventura Llc (Laurel Tavern) | Studio City | CA | 06/2014 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-01 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-20 |
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