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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 | 2024-05-02 |
| UT | RA | APPROVED | 2022-03-03 |
Branch Locations
100 N Station Pkwy, Farmington, UT 84025 • United States
510 S 200 W, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Salt Lake City | UT | 06/2013 | 06/2017 |
| J.P. Morgan Securities Llc | Salt Lake City | UT | 09/2017 | Present |
| Jpmorgan Chase Bank, N.A. | Salt Lake City | UT | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-19 |
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