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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-28 |
| TX | RA | APPROVED | 2025-03-27 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 11/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 11/2024 | Present |
| Strategic Estate Planning Services | Carrolton | TX | 08/2024 | 10/2024 |
| Indiana University | Bloomington | IN | 08/2020 | 05/2024 |
| Ameriprise Financial-Danley And Associates | Fort Worth | TX | 05/2023 | 08/2023 |
| Goosehead Insurance Agency | Westlake | TX | 04/2024 | 07/2024 |
| Glen Eagles Country Club | Plano | TX | 05/2021 | 08/2021 |
| Unemployed | Plano | TX | 11/2014 | 05/2019 |
| Snappy Salads | Plano | TX | 05/2019 | 08/2019 |
| Unemployed | Plano | TX | 09/2019 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-14 |
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