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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| OH | RA | APPROVED | 2023-10-30 |
Branch Locations
3250 Tremont Road, Upper Arlington, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dublin | OH | 07/2017 | 12/2019 |
| New York Life Insurance Co. | Dublin | OH | 06/2017 | 12/2019 |
| Cambridge Education | Columbus | OH | 04/2016 | 07/2017 |
| Jpmorgan Chase Bank, N.A. | Upper Arlington | OH | 12/2019 | Present |
| J.P. Morgan Securities Llc | Upper Arlington | OH | 12/2019 | Present |
| Delta Career Education Corporation | Columbus | OH | 01/2017 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-30 |
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