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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-04-22 |
Branch Locations
560 Mission St Floor 22, San Francisco, CA 94105 • United States
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 | San Francisco | CA | 10/2023 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | Present |
| Crc Group | San Francisco | CA | 09/2023 | 10/2023 |
| Claremont Mckenna College | Claremont | CA | 02/2022 | 05/2023 |
| First Republic Bank | San Francisco | CA | 06/2022 | 08/2022 |
| Claremont Mckenna College | Claremont | CA | 01/2021 | 01/2022 |
| Claremont Mckenna College | Claremont | CA | 05/2021 | 08/2021 |
| Chea Seed Inc. | Palo Alto | CA | 05/2021 | 08/2021 |
| Greenwich Country Club | Greenwich | CT | 06/2020 | 08/2020 |
| Claremont Mckenna College | Claremont | CA | 09/2019 | 05/2023 |
| Unemployed | Greenwich | CT | 06/2023 | 08/2023 |
| Unemployed | Greenwich | CT | 10/2013 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-20 |
Reach out to this advisor