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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 | 2026-07-12 |
| AZ | RA | APPROVED | 2024-11-12 |
Branch Locations
150 University 4Th Floor, Tempe, AZ 85281 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tempe | AZ | 07/2024 | Present |
| Jpmorgan Chase Bank Na | Tempe | AZ | 03/2023 | 07/2024 |
| Blueoptima | Phoenix | AZ | 06/2021 | 02/2023 |
| Bacio Italiano | Tucson | AZ | 06/2020 | 05/2021 |
| Unemployed | Tucson | AZ | 07/2014 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-08 |
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