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 | 2026-08-24 |
| TX | RA | APPROVED | 2026-08-24 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2026 | Present |
| Unemployed | Commack | NY | 06/2026 | 06/2026 |
| Lodewick Visitors Center | Storrs | NY | 10/2023 | 05/2026 |
| University Of Connecticut | Stamford | CT | 08/2022 | 05/2026 |
| Grapevine Catering Llc | Storrs | CT | 08/2025 | 04/2026 |
| Alphasights | New York | NY | 06/2025 | 08/2025 |
| Adventureland | Farmingdale | NY | 05/2023 | 08/2025 |
| Fourleaf Credit Union | Bethpage | NY | 05/2024 | 08/2024 |
| Chipotle | Commack | NY | 05/2023 | 05/2023 |
| Chick-Fil-A | Commack | NY | 06/2021 | 08/2022 |
| Unemployed | Commack | NY | 07/2016 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-23 |
Reach out to this advisor