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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2017 | 04/2017 |
| Shell Oil Company | Houston | TX | 04/2010 | 03/2017 |
| Guardian Life Insurance Co Of America | Houston | TX | 06/2017 | 12/2020 |
| Valic Financial Advisors, Inc. | Houston | TX | 01/2022 | 02/2025 |
| Hail | Houston | TX | 08/2021 | 01/2024 |
| Agia | Houston | TX | 01/2022 | 02/2025 |
| J.P. Morgan Securities Llc | Katy | TX | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Katy | TX | 03/2025 | Present |
| Variable Annuity Life Ins Co | Houston | TX | 01/2022 | 02/2025 |
| Park Avenue Securities Llc | Houston | TX | 10/2017 | 12/2020 |
| Rethink Wealth | Houston | TX | 06/2017 | 12/2021 |
| Tx Health Environment Alliance, Inc. | Houston | TX | 02/2020 | 03/2021 |
| Corebridge Finl | Houston | TX | 01/2022 | 02/2025 |
| Unemployed | Houston | TX | 05/2017 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
Reach out to this advisor