Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-27 |
Branch Locations
9590 Six Pines Dr Tx, 77380, The Woodlands, TX 77380 • United States
9590 Six Pines Dr, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated( | Houston | TX | 06/2019 | 10/2021 |
| Bank Of America N.A. | Houston | TX | 06/2019 | 10/2021 |
| Tesla | Spring | TX | 03/2017 | 06/2019 |
| Papas On The Lake | Montgomery | TX | 03/2015 | 07/2016 |
| Title Boxing | Conroe | TX | 07/2013 | 09/2016 |
| University Of Houston | Houston | TX | 08/2016 | 12/2018 |
| Charles Schwab & Co., Inc. | The Woodlands | TX | 10/2021 | 04/2023 |
| Charles Schwab & Co. | The Woodlands | TX | 11/2021 | 04/2023 |
| J.P. Morgan Securities Llc | The Woodlands | TX | 04/2023 | Present |
| Jpmorgan Chase Bank, N.A. | The Woodlands | TX | 04/2023 | Present |
| Apex 360 Fitness Fitness | Spring | TX | 04/2022 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
Reach out to this advisor