J.P. Morgan Securities LLC

Overview

J.P. Morgan Securities LLC is a Broker Dealer and registered investment adviser based in New York, NY, registered since 1961. It reports $43B in assets under management across 1,246,646 accounts, with 8,703 employees. Its 35,540 registered representatives work across 5,219 branch offices in 49 states.

Reported AUM

$43B

Discretionary

83%

Accounts

1,246,646

Average account

$345K

Employees

8,703

Registered reps

35,540

Branch offices

5,219

Registered since

1961

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Floor Activiities
• Insurance
• Inter-Dealer Markers in Corporate Securities
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Kiosk Activities - Bank
• Kiosk Activities - Insurance
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• 17 more

Executive officers 3 of 15

• Rachid Alaoui Abdallaoui Chief Executive Officer, Chair, Elected Manager CRD 7122597
• David Aidelson Chief Legal Officer CRD 7884539
• David S Villwock Chief Compliance Officer, Broker Dealer, Chief Compliance Officer - Broker Dealer CRD 8071637

12 more executive officers, with direct contact details

Registered reps 3 of 35,540

• Laura L Aab Registered Rep CRD 7831460
• Mohanad Aabed Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7155368
• James M Aarsen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4880377

35,537 more registered reps, with emails, phones and branch locations

Location

Headquarters

270 Park Ave
New York, NY 10017

County

New York

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Branch offices

5,219 in 49 states, including Chicago, IL, Houston, TX and Brooklyn, NY

Registrations

• SEC registered, limited liability company formed in Delaware
• Registered in 53 jurisdictions
• Website: jpmorgan.com/global

Every state, with registration dates

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