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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_RES | 2023-04-26 |
| NJ | RA | APPROVED | 2023-04-13 |
Branch Locations
146 Us Hwy 9, Englishtown, NJ 07726 • United States
16 Nassau Street, Princeton, NJ 08542 • United States
2 disclosure categories 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 | New York | NY | 06/2009 | 12/2018 |
| Wells Fargo Advisors Financial Network, Llc | Warren | NJ | 01/2019 | 05/2019 |
| Morgan Stanley | New York | NY | 04/2008 | 12/2018 |
| J.P. Morgan Securities Llc | Englishtown | NJ | 02/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Englishtown | NJ | 02/2023 | Present |
| Unemployed | Hamilton | NJ | 04/2022 | 01/2023 |
| Zynergy Retirement Planning | Red Bank | NJ | 10/2021 | 03/2022 |
| Unemployed | Jackson | NJ | 09/2021 | 09/2021 |
| Bridgehaven Financial | Warren | NJ | 01/2019 | 05/2019 |
| Unemployed | Jackson | NJ | 06/2019 | 11/2019 |
| David Lerner Associates, Inc | Lawrenceville | NJ | 06/2021 | 08/2021 |
| David Lerner Associates, Inc | Lawrenceville | NJ | 12/2019 | 08/2021 |
| David Lerner Associates, Inc | Lawrenceville | NJ | 12/2019 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-27 |
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