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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 | 2026-04-02 |
| TX | RA | APPROVED | 2026-04-02 |
Branch Locations
1230 Avenue Of The Americas, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campgaw Mountain Ski Area | Mahwah | NJ | 11/2015 | 05/2017 |
| Calabria Pizza | Oradell | NJ | 04/2018 | 08/2018 |
| White Beeches Country Club | Haworth | NJ | 05/2019 | 09/2019 |
| Bacari Grill (Island Way) | Washington Township | NJ | 02/2020 | 03/2020 |
| White Beeches Country Club | Haworth | NJ | 06/2020 | 09/2020 |
| Town And Country Rentals | New Milford | NJ | 05/2021 | 09/2021 |
| Open Health Group (Peloton) | Parsippany | NJ | 06/2022 | 07/2022 |
| Fidelity Investments | Wayne | NJ | 01/2023 | 03/2026 |
| Calabria Pizza | Oradell | NJ | 01/2019 | 01/2019 |
| Apex Orthopedic Rehabilitation | Paramus | NJ | 01/2020 | 03/2020 |
| Doordash | New Brunswick | NJ | 09/2021 | 02/2022 |
| River Dell High School | Oradell | NJ | 09/2014 | 06/2018 |
| Rutgers University | New Brunswick | NJ | 09/2018 | 05/2023 |
| J.P. Morgan Securities Llc | New York | NY | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 03/2026 | Present |
Effective 3/23/2026 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-26 |
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