Jakub Urban

CRD 4248015 · J.P. Morgan Securities LLC · Walnut Creek, CA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (51): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 23
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (14)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Walnut Creek, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Walnut Creek, CA · BC capacity

start not retrieved → present
Chase Investment Services Corp.
Vallejo, CA · IA capacity

Jan 5, 2011 → Oct 1, 2012
Chase Investment Services Corp.
Vallejo, CA · BC capacity

Jan 5, 2011 → Oct 1, 2012
Banc Of America Investment Services, Inc.
San Ramon, CA · IA capacity

May 2, 2007 → Jan 29, 2009
Banc Of America Investment Services, Inc.
San Ramon, CA · BC capacity

May 2, 2007 → Jan 29, 2009
Wells Fargo Investments, LLC
Lafayette, CA · BC capacity

Aug 3, 2006 → Apr 16, 2007
Wells Fargo Investments, LLC
Lafayette, CA · IA capacity

Jul 20, 2006 → Apr 16, 2007
Piper Jaffray & Co.
East Palo Alto, CA · IA capacity

Oct 21, 2005 → Nov 7, 2005
Piper Jaffray & Co.
Minneapolis, MN · BC capacity

Oct 21, 2005 → Nov 7, 2005
Wachovia Securities, LLC
Walnut Creek, CA · IA capacity

Jul 1, 2003 → Oct 21, 2005
Wachovia Securities, LLC
St. Louis, MO · BC capacity

Jul 1, 2003 → Oct 21, 2005
Prudential Securities Incorporated
Walnut Creek, CA · IA capacity

Mar 9, 2001 → Jul 1, 2003
Prudential Securities Incorporated
New York, NY · BC capacity

Oct 4, 2000 → Jul 1, 2003

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 4248015 ↗ FINRA BrokerCheck record for CRD 4248015 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.