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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 | 2022-08-15 |
| OR | RA | APPROVED | 2022-01-26 |
Branch Locations
235 Nw 4Th St, Corvallis, OR 97330 • United States
2055 Nw Circle Blvd, Corvallis, OR 97330 • United States
231 Sw Ellsworth St Sw, Albany, OR 97321 • United States
75 East Grant St, Lebanon, OR 97355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Salem | OR | 08/2018 | 12/2021 |
| J.P. Morgan Securities Llc | Albany | OR | 01/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Salem | OR | 03/2016 | 02/2017 |
| J.P. Morgan Chase Bank N.A. | Salem | OR | 02/2017 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-13 |
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