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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 | 2026-08-03 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States
10 S Dearborn St Floor 19, Chicago, IL 60603 • United States
25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 12/2020 | Present |
| J.P. Morgan Securities Llc | Summit | NJ | 12/2020 | Present |
| Jpmorgan Chase Bank Na | Summit | NJ | 09/2020 | 12/2020 |
| Unemployed | Short Hills | NJ | 06/2013 | 08/2020 |
| Keller Williams | Chatham | NJ | 09/2019 | 10/2023 |
| Weichert Realtors | Chatham | NJ | 10/2023 | Present |
Entity Name: Weichert Realtors Investment related: No "Address: 64 Main Street Chatham, NJ 07928" Nature of the other business: Realtor Position/Title/Relationship: Employee/Contractor Start Date: 10/01/2023 Approximate # of hours a week 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have a real estate license and it's currently held in referral status with Weichert Realtors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-13 |
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