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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
20855 Stone Oak Pkwy, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 06/2026 | Present |
| Unemployed | San Antonio | TX | 03/2026 | 05/2026 |
| United Parcel Service Ups | San Antonio | TX | 10/2019 | 02/2026 |
| St. Mary's University | San Antonio | TX | 08/2016 | 05/2020 |
| Oak Hills Country Club | San Antonio | TX | 06/2019 | 10/2019 |
| Walmart | Bulverde | TX | 07/2017 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-15 |
Reach out to this advisor