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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 | 2026-08-19 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 07/2026 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2026 | Present |
| Unemployed | Berkeley | CA | 06/2026 | 06/2026 |
| University Of California, Berkeley | Berkeley | CA | 01/2026 | 05/2026 |
| Unemployed | Berkeley | CA | 08/2025 | 12/2025 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 06/2025 | 08/2025 |
| Unemployed | Berkeley | CA | 05/2024 | 06/2025 |
| Hall Capital Partners | San Francisco | CA | 07/2019 | 05/2024 |
| Unemployed | Hamilton | NY | 08/2018 | 07/2019 |
| Sei Investment Company | Oaks | PA | 06/2018 | 08/2018 |
| Unemployed | Hamilton | NY | 01/2018 | 06/2018 |
| Hartford Funds | Wayne | PA | 06/2017 | 01/2018 |
| Unemployed | Hamilton | NY | 08/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-17 |
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