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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 | 2026-07-27 |
| TX | RA | APPROVED | 2026-07-27 |
Branch Locations
560 Mission St Floor 22, San Francisco, CA 94105 • United States
270 Park Avenue 22Nd Floor, New York, NY 10017 • 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 | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 04/2026 | Present |
| Unemployed | Los Angeles | CA | 03/2026 | 03/2026 |
| Wells Fargo | Los Angeles | CA | 01/2024 | 02/2026 |
| Morgan Stanley | New York | NY | 07/2023 | 01/2024 |
| Welltower | New York | NY | 06/2023 | 08/2023 |
| Rutgers University | Piscataway | NJ | 06/2019 | 05/2023 |
| Morgan Stanley | New York | NY | 06/2022 | 08/2022 |
| Darden Restaurants, Inc | Piscataway | NJ | 03/2021 | 09/2021 |
| Morgan Stanley | New York | NY | 06/2021 | 08/2021 |
| Deloitte Llp | New York | NY | 07/2020 | 07/2020 |
| Unemployed | North Plainfield | NJ | 04/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-27 |
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