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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 | 2025-06-13 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
551 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Long Beach | CA | 04/2024 | 05/2025 |
| Long Beach State Athletics | Long Beach | CA | 01/2024 | 05/2024 |
| Jamba Juice | Visalia | CA | 05/2022 | 08/2022 |
| Jamba Juice | Visalia | CA | 10/2020 | 07/2021 |
| J.P. Morgan Securities Llc | Newport Beach | CA | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 06/2025 | Present |
| The Gap | Tulare | CA | 11/2019 | 01/2020 |
| Unemployed | Visalia | CA | 02/2020 | 09/2020 |
| Unemployed | Visalia | CA | 06/2015 | 10/2019 |
| Unemployed | Long Beach | CA | 07/2021 | 04/2022 |
| Unemployed | Long Beach | CA | 09/2022 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
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