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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 | 2026-08-13 |
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
560 Mission St Floor 22, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 07/2026 | Present |
| Alex Winter Web Design & Support | Remote | CA | 01/2019 | Present |
| Bernardin's Restaurant | Winston-Salem | NC | 09/2025 | 05/2026 |
| Ambassadors In Admission, Wake Forest University | Winston-Salem | NC | 03/2023 | 05/2026 |
| Wake Forest University | Winston-Salem | NC | 08/2022 | 05/2026 |
| Pacific Catch | Corte Madera | CA | 12/2025 | 01/2026 |
| Project Pumpkin, Wake Forest University | Winston-Salem | NC | 09/2022 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 06/2025 | 08/2025 |
| Dodge & Cox | San Francisco | CA | 06/2024 | 08/2024 |
| Tiburon Girls Softball | Tiburon | CA | 03/2018 | 06/2024 |
| Girl Scout Camp Arequipa | Fairfax | CA | 06/2018 | 07/2023 |
| Pacific Catch | Corte Madera | CA | 12/2022 | 01/2023 |
| St. Hilary Catholic Youth Organization | Tiburon | CA | 08/2018 | 11/2021 |
| Unemployed | Tiburon | CA | 07/2016 | 02/2018 |
NAME OF OTHER BUSINESS:Alex Winter Web Design & Support IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Tiburon,CA,94920,USA NATURE OF OTHER BUSINESS:Website editing for local non-profit organizations YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2019-01-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:5 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I remotely edit websites for some non profits in during non-working hours. It's very small and minor hours each month and varies greatly. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-03 |
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