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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 | 2026-08-11 |
Branch Locations
712 Main Street, Houston, TX 77002 • United States
2430 Highway 6, Sugar Land, TX 77478-4112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Houston | TX | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 08/2026 | Present |
| Crown & Valor Llc | Richmond | TX | 03/2026 | Present |
| Merrill Lynch | Houston | TX | 06/2025 | 08/2026 |
| J.P. Morgan Securities Llc | Richmond | TX | 12/2022 | 06/2025 |
| Jpmorgan Chase Bank, N.A. | Richmond | TX | 12/2022 | 06/2025 |
| Regions Bank | Houston | TX | 08/2022 | 12/2022 |
| Unemployed | Houston | TX | 07/2022 | 07/2022 |
| Better Mortgage | Houston | TX | 08/2021 | 06/2022 |
| First America Homes | East Bernard | TX | 07/2020 | 08/2021 |
| T-Mobile | Houston | TX | 07/2015 | 06/2021 |
NAME OF OTHER BUSINESS:Crown & Valor LLC IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Richmond,TX,77406,USA NATURE OF OTHER BUSINESS:Buy and Sell Luxury Watches YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2026-03-31 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:1 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Buy and sell watches IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-08 |
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