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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-01 |
Branch Locations
1450 Brickell Avenue Floor 17, Miami, FL 33131-3444 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Miami | FL | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 07/2025 | Present |
| Bradesco Bank | Miami | FL | 06/2024 | 06/2025 |
| Merrill Lynch | Aventura | FL | 08/2022 | 05/2024 |
| Bessemer Trust | Miami | FL | 05/2021 | 08/2022 |
| Bank Of America | Fort Lauderdale | FL | 07/2015 | 04/2021 |
| Florida International University | Miami | FL | 05/2014 | 12/2018 |
| Soho Experiential | New York | NY | 09/2025 | Present |
Entity Name: SoHo Experiential Investment related: No Address: 205 Hudson St 7th floor New York NY 10013 Nature of the other business: Marketing Position/Title/Relationship: Employee/Contractor Start Date: 09/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: SoHo Exp is a marketing agency via experiences . I will be Assisting with events (Guest experience) / Event Participation (includes engaging with guests, serving , and tracking feedback)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-08 |
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