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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 | 2024-09-30 |
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2024 | Present |
| Deloitte | Dallas | TX | 01/2024 | 03/2024 |
| Formos Consulting | Brentwood | TN | 05/2022 | 05/2023 |
| Pattillo, Brown & Hill, L.l.p. | Waco | TX | 02/2022 | 05/2022 |
| Richland Country Club | Nashville | TN | 05/2021 | 08/2021 |
| Unemployed | Waco | TX | 09/2021 | 01/2022 |
| Unemployed | Waco | TX | 09/2023 | 12/2023 |
| Unemployed | Brentwood | TN | 04/2024 | 06/2024 |
| Unemployed | Dallas | TX | 07/2014 | 04/2021 |
| Jpmorgan Chase | Nashville | TN | 06/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-28 |
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