J.P. Morgan Securities LLC

Firm record

As recorded in SEC IAPD

Firm CRD

79

SEC number

801-3702

Firm type

RIA

Assets under management

$429.7B as of Jun 30, 2026

Website

wealthpartners.jpmorgan.com ↗

Phone

800-999-2000

Address

270 Park Avenue, New York, NY, 10017

Advisors at this firm

35,555 in our index · page 476 of 712

• Brandon OrtegaCRD 7592125 · Chicago, IL
  Broker
• Edgardo Manuel OrtegaCRD 7478035 · Mesa, AZ
  Broker
• Eduardo Antonio OrtegaCRD 7645033 · Cypress, CA
  Broker
• Ernesto OrtegaCRD 6548157 · Tempe, AZ
  IA RegisteredBroker
• Lorena OrtegaCRD 7208699 · Las Vegas, NV
  Broker
• Margareth Zelinda OrtegaCRD 7792400 · Snellville, GA
  Broker
• Merari Benjamin OrtegaCRD 7306985 · Plano, TX
  IA RegisteredBroker
• Noel OrtegaCRD 7585333 · Irvine, CA
  IA RegisteredBroker
• Ricardo OrtegaCRD 8010259 · Denver, CO
  Broker
• Zachary James OrtegaCRD 7982572 · Dripping Springs, TX
  Broker
• Liliana Ortega OchoaCRD 7608198 · Austin, TX
  Broker
• Christian OrthCRD 6622729 · Goleta, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Yury F OrtigozaCRD 5614289 · New York, NY
  Broker
• Adrian I OrtizCRD 8109721 · Cupertino, CA
  Broker
• Alejandro OrtizCRD 5040408 · Setauket, NY
  Broker
• Alfonso OrtizCRD 7982170 · Salinas, CA
  Broker
  Disclosure event(s) on record
• Amneris OrtizCRD 7632137 · Kissimmee, FL
  Broker
• Amy OrtizCRD 7332586 · Tempe, AZ
  Broker
• Beatriz OrtizCRD 7085425 · San Antonio, TX
  Broker
• Bianca Lee OrtizCRD 8104451 · Chicago, IL
  Broker
• Brandon OrtizCRD 8195014 · New York, NY
  Broker
• Carlos Antonio OrtizCRD 6569853 · Elmhurst, IL
  IA RegisteredBroker
• Christopher OrtizCRD 6052298 · Cupertino, CA
  IA RegisteredBroker
• Darlene Toledo OrtizCRD 8078692 · Chicago, IL
  Broker
• David OrtizCRD 7404306 · Miami, FL
  Broker
• Destiny OrtizCRD 5627576 · Sun City West, AZ
  Broker
• Jacqueline Anais OrtizCRD 7464050 · Seattle, WA
  Broker
• Jesus D. OrtizCRD 6925805 · Lehigh Acres, FL
  Broker
  Disclosure event(s) on record
• Joseph Augustine OrtizCRD 7653267 · Casa Grande, AZ
  Broker
• Julian OrtizCRD 7906276 · Chicago, IL
  Broker
  Disclosure event(s) on record
• Kathleen OrtizCRD 7964817 · Hempstead, NY
  IA RegisteredBroker
• Luis Carlos OrtizCRD 8188538 · Mountain View, CA
  Broker
• Luis OrtizCRD 7437189 · Miami, FL
  Broker
• Maria G OrtizCRD 5884538 · Westminster, CA
  Broker
• Marivel OrtizCRD 7471177 · Dallas, TX
  Broker
• Miguel A OrtizCRD 2388829 · New York, NY
  BrokerRegistration inactive
• Miguel Angel OrtizCRD 7478085 · Chicago, IL
  Broker
• Nicholas Garcia OrtizCRD 8211548 · Niles, IL
  Broker
• Patricia D OrtizCRD 7184675 · Colorado Springs, CO
  Broker
• Patricio OrtizCRD 6150943 · South Windsor, CT
  IA RegisteredBroker
• Rafael Antonio OrtizCRD 7780008 · Falls Church, VA
  Broker
• Ramon OrtizCRD 7463334 · Oakland, CA
  Broker
• Regulo OrtizCRD 6312765 · Forest Hills, NY
  Broker
• Rudy Angel OrtizCRD 7715297 · Carlsbad, CA
  Broker
• Sofia OrtizCRD 8306725 · New York, NY
  Broker
• Vanessa OrtizCRD 7459547 · Los Angeles, CA
  Broker
• Walter Ruben OrtizCRD 8318948 · Baltimore, MD
  IA RegisteredBroker
• Will G. OrtizCRD 6647367 · Katy, TX
  IA RegisteredBroker
• Sonia Ortiz ClaudioCRD 7657694 · Dallas, TX
  Broker
• Edgardo Adolfo Ortiz CruzCRD 7396578 · Tucson, AZ
  Broker

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.

Data compiled Sep 9, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.