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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 07/2026 | Present |
| Charles Schwab & Co. Inc. | Austin | TX | 08/2024 | 07/2026 |
| Cheddars Scratch Kitchen | Mcallen | TX | 06/2024 | 08/2024 |
| Vision Ed Group | Mission | TX | 04/2024 | 08/2024 |
| Kokua Education | Mcallen | TX | 09/2023 | 08/2024 |
| Pharr-San Juan-Alamo I.S.D. | Pharr | TX | 09/2023 | 08/2024 |
| Foundation Communities Inc | Austin | TX | 05/2023 | 08/2023 |
| Walmart Associates Inc | Mcallen | TX | 11/2022 | 05/2023 |
| Gmri Inc | Mcallen | TX | 09/2022 | 11/2022 |
| Capital Chevrolet Motors | Austin | TX | 01/2022 | 08/2022 |
| Lamberts | Austin | TX | 11/2021 | 12/2021 |
| Sing - Singh Llc | Austin | TX | 06/2021 | 11/2021 |
| Os Restaurants Services Llc | Austin | TX | 03/2021 | 06/2021 |
| Unemployed | Mcallen | TX | 12/2020 | 02/2021 |
| Heb Lp | West Lake Hills | TX | 09/2020 | 12/2020 |
| University Of Texas At Austin | Austin | TX | 02/2020 | 09/2020 |
| Unemployed | San Juan | TX | 07/2016 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-09 |
Reach out to this advisor