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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-31 |
Branch Locations
600 Travis St Floor 09, Houston, TX 77002 • United States
Spring, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Houston | TX | 01/2017 | 11/2018 |
| Unemployed | Houston | TX | 05/2016 | 01/2017 |
| Citigroup Global Markets | Houston | TX | 11/2018 | 07/2019 |
| Morgan Stanley | Houston | TX | 08/2019 | 06/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | 06/2022 |
| Jpmorgan Chase Bank, Na | Houston | TX | 07/2022 | Present |
| Jpmorgan Securities, Llc | Houston | TX | 07/2022 | Present |
| Strech 'n Fold Sourdough | Houston | TX | 09/2025 | Present |
Entity Name: Strech 'n Fold Sourdough Investment related: No Address: Private Residence Nature of the other business: Bakery Position/Title/Relationship: Owner/Partner Start Date: 09/20/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Home made bread baking and sale- weekends
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-19 |
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