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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Franklin | TN | 07/2023 | Present |
| Jpmorgan Chase Bank (La) | Franklin | TN | 08/2022 | Present |
| Wells Fargo Bank | Franklin | TN | 03/2018 | 06/2022 |
| Twenty Two Holdings, Llc | San Francisco | CA | 09/2016 | 12/2017 |
| Unemployed | Nipomo | CA | 01/2018 | 03/2018 |
| Unemployed | Franklin | TN | 07/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-05 |
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