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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 | 2026-07-08 |
| NY | RA | APPROVED | 2026-07-07 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2026 | Present |
| J.P. Morgan Securities Llc | New York | NY | 07/2026 | Present |
| Unemployed | New York | NY | 06/2026 | 06/2026 |
| Stern School Of Business | New York | NY | 09/2024 | 05/2026 |
| Princeton Symphony Orchestra | Princeton | NJ | 02/2026 | 03/2026 |
| New York City Center Inc | New York | NY | 08/2025 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2025 | 08/2025 |
| Dalton Investments Inc | New York | NY | 01/2025 | 08/2025 |
| Unemployed | New York | NY | 08/2024 | 12/2024 |
| Geller Advisors | New York | NY | 09/2023 | 07/2024 |
| The Juilliard School | New York | NY | 06/2017 | 10/2023 |
| The Juilliard School | New York | NY | 08/2021 | 05/2023 |
| Unemployed | New York | NY | 07/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-07 |
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