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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-04 |
| TX | RA | APPROVED | 2023-09-04 |
Branch Locations
270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2023 | Present |
| Indiana University | Bloomington | IN | 08/2019 | 05/2023 |
| Indiana University | Bloomington | IN | 01/2023 | 05/2023 |
| Jp Morgan Private Bank | New York | NY | 06/2022 | 08/2022 |
| Acropolis Investment Management | Saint Louis | MO | 05/2021 | 08/2021 |
| Swank Motion Pictures | Saint Louis | MO | 06/2019 | 08/2019 |
| Swank Motion Pictures | Saint Louis | MO | 06/2018 | 07/2018 |
| Unemployed | Saint Louis | MO | 07/2013 | 05/2018 |
| Unemployed | Saint Louis | MO | 08/2018 | 05/2019 |
| Unemployed | Saint Louis | MO | 06/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-02 |
Reach out to this advisor