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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2018-07-03 |
| TX | RA | APPROVED_RES | 2018-06-27 |
Branch Locations
5100 Town Center Cir, Floor 6, Boca Raton, FL 33486-1049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 06/2010 | 06/2018 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 11/2011 | 06/2018 |
| Jp Morgan Chase Bank, N.A. | Boynton Beach | FL | 06/2018 | 07/2025 |
| J.P. Morgan Securities Llc | Boynton Beach | DE | 06/2018 | Present |
| Stephanie C. Bidun, Llc | Boca Raton | FL | 09/2021 | Present |
Entity Name: Stephanie C. Bidun, LLC Investment related: N Address: Boca Raton, FL 33432 Nature of the other business: Real Estate Position/Title/Relationship: Employee/Contractor Start Date: 09/30/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Only responsibility with this entity is being added as a signer to the business bank account in the event anything should happen to my spouse who is the owner of the LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-09 |
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