Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED | 2024-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 02/2023 | 08/2023 |
| Price Waterhouse Coopers | Tampa | FL | 09/2022 | 11/2022 |
| Unemployed | Tampa | FL | 12/2022 | 01/2023 |
| Price Waterhouse Coopers | Jacksonville | FL | 06/2022 | 07/2022 |
| Montclair State University | Montclair | NJ | 01/2022 | 05/2022 |
| Nisivoccia Llp | Mount Arlington | NJ | 01/2021 | 04/2021 |
| Cvs | Pequannock | NJ | 02/2021 | 03/2021 |
| Wayne Board Of Education | Wayne | NJ | 12/2020 | 06/2022 |
| Burlington Coat Factory | Pinebrook | NJ | 03/2021 | 04/2021 |
| Goodwill Industries | Pequannock | NJ | 06/2018 | 06/2020 |
| Marshalls | Totowa | NJ | 07/2019 | 07/2019 |
| Camp Calvary | Wayne | NJ | 07/2018 | 08/2018 |
| Shoprite Of Mount Pocono | Mount Pocono | PA | 07/2017 | 07/2017 |
| Lake Naomi Club | Pocono Pines | PA | 07/2017 | 07/2017 |
| Kumon Of Wayne | Wayne | NJ | 08/2017 | 11/2017 |
| Montclair State University | Montclair | NJ | 09/2019 | 12/2022 |
| Unemployed | Wayne | NJ | 03/2014 | 06/2017 |
| J.P. Morgan Securities Llc | Paramus | NJ | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Paramus | NJ | 03/2024 | Present |
| Brown & Brown Insurance | Tampa | FL | 11/2023 | 12/2023 |
| Unemployed | Tampa | FL | 08/2023 | 11/2023 |
| Unemployed | Wayne | NJ | 01/2024 | 03/2024 |
| Dollar Tree | Fairfield | NJ | 06/2020 | 08/2022 |
| Price Waterhouse Coopers | Wayne | NJ | 06/2021 | 07/2021 |
| Unemployed | Wayne | NJ | 12/2017 | 06/2018 |
| Dollar Tree | Fairfield | NJ | 05/2024 | 08/2024 |
| Reyes Property Management Llc | Lodi | NJ | 05/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-10 |
Reach out to this advisor