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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED | 2025-05-07 |
Branch Locations
12100 Mercado Dr, Venice, FL 34293 • United States
4203 Tamiami Trl S, Venice, FL 34293 • United States
7255 Baymeadows Way, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Venice | FL | 03/2017 | Present |
| Jpmorgan Chase Bank, N.A. | Venice | FL | 03/2017 | Present |
| Wells Fargo Bank, N.A. | Venice | FL | 05/2012 | 03/2017 |
| Carrabbas | Venice | FL | 09/2016 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-10 |
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