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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-16 |
| TX | RA | APPROVED | 2026-04-16 |
Branch Locations
270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Jersey City | NJ | 02/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Jersey City | NJ | 02/2025 | Present |
| Oppenheimer & Co. | New York | NY | 06/2024 | 02/2025 |
| Dudley Realty Investments, Llc | Oneonta | NY | 09/2023 | 05/2024 |
| New York Community Bank (Flagstar) | Hicksville | NY | 05/2023 | 08/2023 |
| Strategies For Wealth | Port Jefferson Station | NY | 05/2022 | 08/2022 |
| Unemployed | Miller Place | NY | 04/2015 | 05/2022 |
| Unemployed | Miller Place | NY | 08/2022 | 05/2023 |
| Unemployed | Oneonta | NY | 08/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-10 |
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