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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-21
  • TX RA
    APPROVED
    Since 2026-08-21

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States

50 Rowes Wharf Floor 03, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Boston MA 05/2026 Present
J.P. Morgan Securities Llc Boston MA 05/2026 Present
Silicon Valley Bank Chicago IL 01/2022 05/2026
Bp Chicago IL 06/2019 01/2022
Unemployed Blacksburg VA 09/2018 05/2019
Bp Chicago IL 05/2018 08/2018
The Scion Group Blacksburg VA 10/2017 04/2018
Unemployed Blacksburg VA 09/2017 09/2017
Grant Thornton Llp Alexandria VA 05/2017 08/2017
Unemployed Blacksburg VA 09/2016 04/2017
  • 05/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Boston, MA
  • 05/2026 → Present
    Boston, MA
  • 01/2022 → 05/2026
    Silicon Valley Bank
    Chicago, IL
  • 06/2019 → 01/2022
    Bp
    Chicago, IL
  • 09/2018 → 05/2019
    Unemployed
    Blacksburg, VA
  • 05/2018 → 08/2018
    Bp
    Chicago, IL
  • 10/2017 → 04/2018
    The Scion Group
    Blacksburg, VA
  • 09/2017 → 09/2017
    Unemployed
    Blacksburg, VA
  • 05/2017 → 08/2017
    Grant Thornton Llp
    Alexandria, VA
  • 09/2016 → 04/2017
    Unemployed
    Blacksburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-21
  • S66 Uniform Combined State Law Examination
    2026-08-21
Other Names
  • Rehan A Ghani

View on SEC IAPD

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