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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 | 2025-10-24 |
| NJ | RA | APPROVED | 2025-10-22 |
| TX | RA | APPROVED_RES | 2025-10-22 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
1230 Avenue Of The Americas, New York, NY 10020 • United States
Morristown, NJ • United States
Scituate, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 09/2010 | 04/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2021 |
| First Republic Securities Company, Llc | New York | NY | 04/2021 | 10/2023 |
| First Republic Investment Management, Inc. | New York | NY | 04/2021 | Present |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 10/2023 | Present |
1. WIL MAR LAUNDROMAT; MORRISTOWN, NJ; DIRECTOR; 4 HOURS PER MONTH-NO TIME DURING NORMAL TRADING HOURS; 01/2011**
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-14 |
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