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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
1656 N California Blvd, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Pleasant Hill | CA | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Pleasant Hill | CA | 09/2024 | Present |
| Wells Fargo Na | Walnut Creek | CA | 03/2023 | 05/2024 |
| Costco | Danville | CA | 06/2016 | 01/2019 |
| Wells Fargo Advisors | Walnut Creek | CA | 03/2023 | 05/2024 |
| Unemployed | San Ramon | CA | 02/2019 | 02/2023 |
| Unemployed | San Ramon | CA | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-13 |
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