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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-30 |
Branch Locations
18600 Nw 87 Avenue, Ste 29, Miami, FL 33018 • United States
18575 Northwest 67Th Avenue, Hialeah, FL 33015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Hialeah | FL | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Hialeah | FL | 03/2026 | Present |
| David Lerner Associates | Boca Raton | FL | 10/2023 | 03/2026 |
| Rmg Productions Inc | Miami | FL | 04/2022 | 03/2026 |
| Arce Management & Services Llc | Miami | FL | 11/2021 | 10/2023 |
| Primerica Life Insurance | Doral | FL | 01/2022 | 03/2022 |
| Unemployed | Miami | FL | 03/2016 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-02 |
Reach out to this advisor