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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-17 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
1 Front Street, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | San Francisco | CA | 07/2023 | Present |
| Jpmorgan Securities Llc | San Francisco | CA | 10/2023 | Present |
| First Republic | San Francisco | CA | 04/2022 | 07/2023 |
| Silicon Valley Community Foundation | Mountain View | CA | 03/2017 | 04/2022 |
| Scb Consulting (Self-Employment) | San Francisco | CA | 10/2014 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-07 |
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