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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-05 |
Branch Locations
7106 Fairway Dr, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Mobile | AL | 01/2023 | 09/2024 |
| Wells Fargo Bank, Na | Mobile | AL | 01/2023 | 09/2024 |
| Regions Bank | Mobile | AL | 03/2019 | 01/2023 |
| Spring Hill Swim Club | Mobile | AL | 05/2014 | 08/2018 |
| Campus Bookstore | Mobile | AL | 05/2016 | 12/2017 |
| Mobile Ymca | Mobile | AL | 05/2016 | 10/2016 |
| Maria Bonita | Mobile | AL | 10/2016 | 03/2017 |
| Half Shell Oyster House | Mobile | AL | 03/2017 | 02/2019 |
| August House | Mobile | AL | 07/2019 | 09/2019 |
| Longhorn Steakhouse | Mobile | AL | 10/2019 | 02/2020 |
| Courtlyns Pizza | Mobile | AL | 05/2021 | 07/2021 |
| Doordash | Mobile | AL | 01/2023 | 01/2023 |
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 09/2024 | Present |
| J.P. Morgan Securities Llc | Palm Beach | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
Reach out to this advisor