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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-10-11
TX RA APPROVED 2023-10-11
  • NY RA
    APPROVED
    Since 2023-10-11
  • TX RA
    APPROVED
    Since 2023-10-11

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, Na New York NY 07/2023 Present
Jpmorgan Securities Llc New York NY 07/2023 Present
Maverick Capital New York NY 06/2022 08/2022
Google Houston TX 05/2021 08/2021
Google Houston TX 05/2020 08/2020
Duke University Durham NC 09/2022 05/2023
Unemployed Westport CT 06/2023 06/2023
Unemployed Houston TX 07/2013 07/2019
Duke University Durham NC 08/2019 04/2020
Duke University Durham NC 09/2020 04/2021
Duke University Durham NC 09/2021 05/2022
  • 07/2023 → Present
    Jpmorgan Chase Bank, Na
    New York, NY
  • 07/2023 → Present
    Jpmorgan Securities Llc
    New York, NY
  • 06/2022 → 08/2022
    Maverick Capital
    New York, NY
  • 05/2021 → 08/2021
    Google
    Houston, TX
  • 05/2020 → 08/2020
    Google
    Houston, TX
  • 09/2022 → 05/2023
    Duke University
    Durham, NC
  • 06/2023 → 06/2023
    Unemployed
    Westport, CT
  • 07/2013 → 07/2019
    Unemployed
    Houston, TX
  • 08/2019 → 04/2020
    Duke University
    Durham, NC
  • 09/2020 → 04/2021
    Duke University
    Durham, NC
  • 09/2021 → 05/2022
    Duke University
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-11
  • S66 Uniform Combined State Law Examination
    2023-10-11
Other Names
  • Jason Few
  • Jason Bradley Few

View on SEC IAPD

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