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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 | 2022-10-27 |
| OH | RA | APPROVED | 2022-07-08 |
Branch Locations
204 Niles-Cortland Road Ne, Warren, OH 44484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pizza Joe's | Girard | OH | 08/2002 | 11/2017 |
| Jpmorgan Chase Bank N.A. | Warren | OH | 10/2017 | 03/2018 |
| J.P. Morgan Securities Llc | Warren | OH | 03/2018 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | Warren | OH | 03/2018 | 07/2022 |
| J.P. Morgan Securities Llc | Warren | OH | 07/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Warren | OH | 07/2022 | Present |
| City Of Youngstown | Youngstown | OH | 02/2023 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-05 |
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