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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 | 2025-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camp Longhorn | Burnet | TX | 06/2019 | 06/2019 |
| Camp Longhorn | Burnet | TX | 06/2020 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2024 | 05/2025 |
| Mdb Capital Group | Dallas | TX | 06/2022 | 07/2022 |
| Clinical Squared Inc | Longmont | CO | 06/2023 | 07/2023 |
| Equitable Financial Life Insurance | New York | NY | 06/2024 | 05/2025 |
| Tcu Patrick | Fort Worth | TX | 01/2021 | 01/2022 |
| Jpmorgan Chase Bank, N.A. | Richardson | TX | 05/2025 | Present |
| J.P. Morgan Securities Llc | Richardson | TX | 05/2025 | Present |
| Unemployed | Fort Worth | TX | 05/2015 | 05/2019 |
| Unemployed | Fort Worth | TX | 07/2019 | 05/2020 |
| Unemployed | Fort Worth | TX | 07/2020 | 12/2020 |
| Unemployed | Fort Worth | TX | 02/2022 | 05/2022 |
| Unemployed | Fort Worth | TX | 08/2022 | 05/2023 |
| Unemployed | Fort Worth | TX | 08/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-04 |
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