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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-02-24 |
| TX | RA | APPROVED_RES | 2020-03-20 |
| OR | RA | APPROVED | 2018-10-16 |
Branch Locations
475 E. Pine Street, Central Point, OR 97502 • United States
601 Crater Lake Avenue, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Medford | OR | 06/2015 | 06/2018 |
| Wells Fargo Clearing Services Llc | Medford | OR | 08/2017 | 06/2018 |
| Unemployed | Medford | OR | 07/2018 | 10/2018 |
| Jpmorgan Chase Bank, N.A. | Medford | OR | 10/2018 | Present |
| J.P. Morgan Securities Llc | Medford | OR | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-11 |
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