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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 | 2023-01-01 |
Branch Locations
4615 Frankford Road, Dallas, TX 75287 • United States
6201 W Park Blvd, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Plano | TX | 03/2018 | Present |
| Michael Kors | Allen | TX | 10/2017 | 03/2018 |
| Tekelite Llc | Irving | TX | 01/2016 | 03/2022 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-16 |
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