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 |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
100 W Putnam Ave Floor 04, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Greenwich | CT | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 07/2026 | Present |
| Northwestern Mutual Investment Services, Llc | New Haven | CT | 05/2025 | 07/2026 |
| Hamilton College | Clinton | NY | 08/2022 | 05/2026 |
| Hamilton College | Clinton | NY | 01/2025 | 06/2025 |
| Notch Brewing Biergarten | Center Harbor | NH | 05/2023 | 09/2024 |
| Gusto Taphouse | Center Harbor | CT | 05/2024 | 08/2024 |
| Osteria Poggio | Center Harbor | NH | 06/2023 | 08/2023 |
| Twin Barns Brewing Company | Meredith | NH | 05/2020 | 08/2022 |
| Unemployed | Fairfield | CT | 07/2016 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-21 |
Reach out to this advisor