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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2025-10-22 |
Branch Locations
Kennett Square, PA • United States
500 Stanton Christiana Rd, Newark, DE 19713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Newark | DE | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Newark | DE | 10/2025 | Present |
| Unemployed | Kennett Square | PA | 03/2024 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Newark | DE | 09/2023 | 02/2024 |
| Bozzuto Management Company | Washington | DC | 11/2021 | 08/2023 |
| Unemployed | Alexandria | VA | 08/2021 | 10/2021 |
| The Walt Disney Company | Lake Buena Vista | FL | 02/2016 | 07/2021 |
| Walt Disney Park And Resorts | Lake Buena Vista | FL | 02/2016 | 08/2016 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-26 |
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