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J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702
270 PARK AVENUE, NEW YORK, NY, 10017, United States
Phone
800-999-2000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$429.69B
Discretionary AUM
$358.30B
Team
8703 total employees; 8479 advisory reps; 407036 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; FEE COMPUTED BASED ON CENTS-PER-SHARE-DEPOSITED-INTO-THE-ACCOUNT
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 877306 | $141.83B |
| High net worth individuals | 356866 | $251.11B |
| Pension/profit sharing plans | 2559 | $2.84B |
| Charitable organizations | 928 | $6.28B |
| Insurance companies | 9 | $21.5M |
| Corporations/business entities | 8977 | $27.62B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://account.chase.com/
- https://www.linkedin.com/showcase/jpmorganwealthmanagement/
- https://wealthpartners.jpmorgan.com/
- https://www.instagram.com/jpmwealth/
- http://www.youtube.com/jpmorgan
- HTTPS://WWW.JPMORGAN.COM
- HTTPS://WWW.CHASE.COM
- https://twitter.com/JPMWealth
- https://www.facebook.com/jpmorgan
- https://jpmorganwealthmanagement.chase.com/
Official SEC filing: View on IAPD