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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED | 2026-08-22 |
Branch Locations
3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Atlanta | GA | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 07/2026 | Present |
| Unemployed | Tucson | AZ | 06/2026 | 06/2026 |
| Boston College | Boston | MA | 10/2022 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 06/2025 | 08/2025 |
| Prime Buchholz | Portsmouth | NH | 06/2024 | 08/2024 |
| Bill Wescott Inc | Tucson | AZ | 06/2023 | 08/2023 |
| Unemployed | Tucson | AZ | 04/2022 | 09/2022 |
| Iridius Capital | Tucson | AZ | 08/2021 | 03/2022 |
| University Of Arizona (Aeop) | Tucson | AZ | 06/2021 | 07/2021 |
| Unemployed | Tucson | AZ | 07/2016 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-22 |
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