Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2020-10-14 |
| PA | RA | APPROVED | 2020-10-14 |
| TX | RA | APPROVED | 2020-10-14 |
Branch Locations
10 Anchor Dr, Pittsburgh, PA 15238 • United States
74 Allegheny River Blvd, Verona, PA 15147 • United States
50 Fox Chapel Rd, Pittsburgh, PA 15238 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert Morris University | Moon Township | PA | 09/2013 | 04/2018 |
| Citizens Securities, Inc | Pittsburgh | PA | 04/2018 | 09/2020 |
| Citizens Bank | Pittsburgh | PA | 04/2018 | 09/2020 |
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 09/2020 | Present |
| J.P. Morgan Securities Llc | Pittsburgh | PA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-02 |
Reach out to this advisor