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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED | 2026-01-28 |
Branch Locations
270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 01/2025 | Present |
| J.P. Morgan Securities Llc | New York | NY | 01/2025 | Present |
| Unemployed | Powder Springs | GA | 01/2015 | 03/2018 |
| Membersfirst Credit Union | Hiram | GA | 08/2018 | 08/2019 |
| On10 Digital Marketing | Hiram | GA | 04/2018 | 03/2020 |
| Membersfirst Credit Union | Hiram | GA | 06/2019 | 06/2020 |
| Walls & Associates | Atlanta | GA | 06/2021 | 08/2021 |
| Seller Accountant (Roundsphere Llc) | Athens | GA | 09/2021 | 12/2021 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2022 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2023 | 08/2023 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2024 | 08/2024 |
| Unemployed | Powder Springs | GA | 09/2020 | 05/2021 |
| Unemployed | Athens | GA | 01/2022 | 05/2022 |
| Unemployed | Athens | GA | 08/2022 | 05/2023 |
| Hams 4 Him Llc | Athens | GA | 03/2024 | 08/2024 |
| Unemployed | Athens | GA | 09/2023 | 02/2024 |
| Unemployed | Athens | GA | 09/2024 | 12/2024 |
| Target Corp | Hiram | GA | 10/2019 | 08/2020 |
| Six Flags Over Georgia | Austell | GA | 01/2019 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-02 |
Reach out to this advisor