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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Houston | TX | 12/2025 | Present |
| J.P. Morgan Securities Llc | Houston | TX | 12/2025 | Present |
| Equitable Financial Life Insurance | Houston | TX | 06/2024 | 12/2025 |
| Equitable Advisors, Llc | Houston | TX | 05/2024 | 12/2025 |
| Unemployed | Houston | TX | 09/2023 | 05/2024 |
| Qval Property Advisors | Houston | TX | 08/2021 | 09/2023 |
| Unemployed | Houston | TX | 09/2020 | 07/2021 |
| Qval Property Advisors, Llc | Houston | TX | 05/2020 | 08/2020 |
| Unemployed | Houston | TX | 08/2017 | 04/2020 |
| Luchi & Joey's | Houston | TX | 03/2017 | 08/2017 |
| Spring Branch Memorial Sports Association | Houston | TX | 03/2014 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-09 |
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