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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2026-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 07/2026 | Present |
| J.P. Morgan Securities Llc | Irvine | CA | 07/2026 | Present |
| Unemployed | Corona Del Mar | CA | 06/2026 | 06/2026 |
| Echosphere Llc | Englewood | CO | 03/2025 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 06/2022 | 02/2025 |
| J.P. Morgan Securities Llc | Irvine | CA | 06/2022 | 02/2025 |
| Lpl Financial | San Diego | CA | 02/2022 | 06/2022 |
| University Of San Diego | San Diego | CA | 08/2021 | 05/2022 |
| Benchmark Labs Inc | San Diego | CA | 09/2021 | 12/2021 |
| Unemployed | Chico | CA | 01/2020 | 07/2021 |
| Rip Curl Inc | San Clemente | CA | 02/2019 | 12/2019 |
| Unemployed | Chico | CA | 07/2016 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-06 |
Reach out to this advisor