Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-15 |
| TX | RA | APPROVED | 2026-07-15 |
Branch Locations
270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2026 | Present |
| J.P. Morgan Securities Llc | New York | NY | 07/2026 | Present |
| Unemployed | New York | NY | 01/2024 | 06/2026 |
| Baystate Financial | Boston | MA | 12/2019 | 12/2023 |
| Massachusetts Mutual Life Insurance Co | Boston | MA | 12/2019 | 12/2023 |
| Unemployed | Boston | MA | 05/2019 | 11/2019 |
| Unitedhealth Group | Minnetonka | MN | 06/2018 | 04/2019 |
| Unemployed | Boston | MA | 09/2017 | 05/2018 |
| Baystate Financial | Boston | MA | 05/2017 | 08/2017 |
| Unemployed | Boston | MA | 07/2016 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-06 |
Reach out to this advisor