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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
1656 N. California Blvd, Floor 3, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Walnut Creek | CA | 07/2026 | Present |
| J.P. Morgan Securities Llc | Walnut Creek | CA | 07/2026 | Present |
| Unemployed | Seattle | WA | 05/2026 | 06/2026 |
| University Of Washington | Seattle | WA | 08/2022 | 05/2026 |
| J.P. Morgan Private Bank | Seattle | WA | 06/2025 | 08/2025 |
| Andersen | Seattle | WA | 06/2024 | 08/2024 |
| Ishoni Yakiniku | Seattle | WA | 01/2024 | 05/2024 |
| Uw Foster Schl Of Biz/Unv Of Washington | Seattle | WA | 03/2023 | 10/2023 |
| H Mart (Melloway Market Llc) | Seattle | WA | 09/2022 | 03/2023 |
| Unemployed | Pleasanton | CA | 07/2022 | 07/2022 |
| Callippe Preserve Golf Course | Pleasanton | CA | 09/2020 | 06/2022 |
| Unemployed | Pleasanton | CA | 07/2016 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-22 |
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