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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-24
  • NY RA
    APPROVED
    Since 2026-03-24

Branch Locations

1120 6Th Ave., New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc. New York NY 12/2023 01/2025
Open University Of Israel Oradell NJ 03/2018 05/2024
Etrade Universe, Llc. Northvale NJ 11/2020 02/2022
Straus Group Be'eR Sheva 05/2018 06/2019
Dream Martial Arts Cedar Grove NJ 11/2021 10/2023
J.P. Morgan Securities Llc New York NY 01/2025 Present
Jpmorgan Chase Bank, N.A. New York NY 01/2025 Present
Solomon Schecter Day School New Milford NJ 10/2021 06/2022
Israel Judo Association Tel Aviv 11/2015 06/2019
Ron Gur Omer 09/2015 06/2019
  • 12/2023 → 01/2025
    New York, NY
  • 03/2018 → 05/2024
    Open University Of Israel
    Oradell, NJ
  • 11/2020 → 02/2022
    Etrade Universe, Llc.
    Northvale, NJ
  • 05/2018 → 06/2019
    Straus Group
    Be'eR Sheva
  • 11/2021 → 10/2023
    Dream Martial Arts
    Cedar Grove, NJ
  • 01/2025 → Present
    New York, NY
  • 01/2025 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 10/2021 → 06/2022
    Solomon Schecter Day School
    New Milford, NJ
  • 11/2015 → 06/2019
    Israel Judo Association
    Tel Aviv
  • 09/2015 → 06/2019
    Ron Gur
    Omer
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-09
S63 Uniform Securities Agent State Law Examination 2024-01-06
  • S66 Uniform Combined State Law Examination
    2025-01-09
  • S63 Uniform Securities Agent State Law Examination
    2024-01-06

View on SEC IAPD

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