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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Sterling | VA | 06/2024 | 05/2025 |
| Wells Fargo Bank, N.A. | Sterling | VA | 06/2024 | 05/2025 |
| Truist Bank | Reston | VA | 11/2021 | 05/2024 |
| Fiver | Sterling | VA | 03/2021 | 11/2021 |
| Pnc Bank | Sterling | VA | 01/2018 | 10/2018 |
| Marshall Retail Group | Sterling | VA | 08/2016 | 03/2017 |
| Capital One | Sterling | VA | 11/2015 | 08/2016 |
| Whole Foods Market | Sterling | VA | 10/2021 | 11/2021 |
| Amazon.cOm, Inc. | Sterling | VA | 08/2019 | 01/2020 |
| Amazon.cOm, Inc. | Sterling | VA | 10/2020 | 01/2021 |
| Starbucks Coffee Company | Sterling | VA | 07/2019 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Fairfax | VA | 05/2025 | Present |
| J.P. Morgan Securities Llc | Fairfax | VA | 05/2025 | Present |
| Unemployed | Sterling | VA | 04/2017 | 12/2017 |
| Unemployed | Sterling | VA | 11/2018 | 06/2019 |
| Unemployed | Sterling | VA | 02/2020 | 09/2020 |
| Unemployed | Sterling | VA | 02/2021 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-29 |
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