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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_RES | 2026-01-26 |
| CA | RA | APPROVED | 2026-01-23 |
Branch Locations
348 S Twin Oaks Valley Rd, Ste 155, San Marcos, CA 92078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Marcos | CA | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Marcos | CA | 01/2026 | Present |
| Axos Financial Inc | San Diego | CA | 04/2023 | 01/2026 |
| Bofi Federal Bank | San Diego | CA | 04/2023 | 01/2026 |
| Axos Invest, Inc | San Diego | CA | 04/2023 | 01/2026 |
| Bank Of America | Temecula | CA | 10/2020 | 04/2023 |
| Living Spaces Furniture | Menifee | CA | 09/2017 | 10/2020 |
| Unemployed | Temecula | CA | 08/2017 | 08/2017 |
| Unv Spine Institutue | Murrieta | CA | 08/2016 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-20 |
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