Wealth Manager
    SEC Registered
    Manages Private Funds

    J.P. Morgan Securities LLC

    Registered investment advisor · New York, New York · CRD #79

    Assets Under Management
    $429.7B
    Client Accounts
    1,246,646
    Employees
    8,703
    CRD Number
    79
    Registration
    SEC Registered
    Custodian
    J.p. Morgan Securities Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About J.P. Morgan Securities LLC

    J.P. Morgan is a prominent financial institution specializing in investment banking, commercial banking, financial transaction processing, and asset management. As a subsidiary of JPMorgan Chase & Co., the largest banking institution globally, J.P. Morgan has a rich history dating back to 1799. The firm was officially established in 1871 by J. Pierpont Morgan and Anthony Drexel. Throughout its history, J.P. Morgan has played a significant role in American finance, including notable achievements

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is J.P. Morgan Securities LLC's AUM?

    J.P. Morgan Securities LLC reports approximately $429.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is J.P. Morgan Securities LLC headquartered?

    J.P. Morgan Securities LLC is headquartered in New York, New York.

    What is J.P. Morgan Securities LLC's CRD number?

    J.P. Morgan Securities LLC's CRD number is 79. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does J.P. Morgan Securities LLC manage?

    J.P. Morgan Securities LLC manages approximately 1,246,646 client accounts according to its latest SEC filing.

    Is J.P. Morgan Securities LLC SEC registered?

    Yes, J.P. Morgan Securities LLC is registered with the SEC as an investment adviser with an approved registration status.

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