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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 | 2026-01-09 |
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
555 Mission St, San Francisco, CA 94105 • United States
Two Embarcadero Center, Street Level, San Francisco, CA 94111 • United States
188 Spear St, Ste 190, San Francisco, CA 94105 • 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 | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 01/2026 | Present |
| Equitable Advisors, Llc | San Francisco | CA | 04/2024 | 01/2026 |
| Equitable Finl Life | San Francisco | CA | 04/2024 | 01/2026 |
| Unemployed | Oakland | CA | 09/2022 | 03/2024 |
| King Trivia Inc | Santa Cruz | CA | 03/2022 | 08/2022 |
| Unemployed | Oakland | CA | 04/2021 | 02/2022 |
| Montclair Swim Club Llc | Oakland | CA | 06/2019 | 03/2021 |
| Unemployed | Oakland | CA | 01/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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