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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palm Beach | FL | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 07/2026 | Present |
| Unemployed | Lancaster | PA | 08/2025 | 07/2026 |
| J.P. Morgan Securities Llc | Palm Beach | FL | 06/2025 | 08/2025 |
| Unemployed | Lancaster | PA | 09/2024 | 06/2025 |
| Emerald Advisers | Leola | PA | 05/2024 | 08/2024 |
| Lancaster Country Club | Lancaster | PA | 05/2020 | 08/2024 |
| Unemployed | Lancaster | PA | 09/2023 | 04/2024 |
| Stephenson Equipment Inc | Harrisburg | PA | 05/2021 | 12/2021 |
| Unemployed | Lancaster | PA | 07/2016 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
Reach out to this advisor