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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-03 |
Branch Locations
6015 S Pennsylvania Avenue, Lansing, MI 48911 • United States
1749 W Grand River Ave, Okemos, MI 48864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Birmingham | MI | 09/2018 | 03/2020 |
| Unemployed | Royal Oak | MI | 07/2018 | 09/2018 |
| Mb Financial Mortgage Company | Ann Arbor | MI | 07/2013 | 07/2018 |
| Jpmorgan Chase Bank, N.A. | Birmingham | MI | 03/2020 | Present |
| J.P. Morgan Securities Llc | Birmingham | MI | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-02 |
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