J.P. Morgan Securities LLC
RIA
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 504 of 712
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Keith PetrineCRD 2508409 · Tempe, AZBroker
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Tammy Jean PetroCRD 7560989 · New York, NYBroker
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Jacqueline Y. PetroskyCRD 7534361 · Show Low, AZBroker
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Valentina PetrovaCRD 7082095 · Garden City, NYIA RegisteredBroker
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Jennifer H. PetrovicCRD 6553677 · Columbus, OHIA RegisteredBroker
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Tyler Kaden PetrowskiCRD 6825781 · Salt Lake City, UTBroker
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Breanna Hendrix PetryCRD 7691895 · Houston, TXBroker
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Ellen PetryCRD 7850551 · Rockford, ILBroker
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Cynthia PettegroveCRD 1919646 · Clinton, NJIA RegisteredBroker
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Andrew PettenskiCRD 7129872 · Plano, TXBroker
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Carter PetteyCRD 7743894 · Lexington, KYBroker
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Sebastiano C. PettiCRD 4974184 · New York, NYBroker
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Lindsey Noel PettisCRD 7939639 · Atlanta, GAIA RegisteredBroker
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Jon PettryCRD 6864087 · Austin, TXIA RegisteredBrokerDisclosure event(s) on record
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Jonathan J. PezoCRD 5443449 · South Windsor, CTBroker
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Luke Oursler PezzullaCRD 7929450 · Baton Rouge, LABroker
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Andrew PfefferCRD 6860763 · Wayland, MABroker
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Evan F. PfeiferCRD 7274075 · Columbus, OHBrokerRegistration inactive
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Michelle Gould PfeiferCRD 6343895 · Chicago, ILBroker
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Daniel PfeifferCRD 7389666 · New York, NYBroker
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Emily PfisterCRD 7138556 · Phoenix, AZBroker
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Sean PflumCRD 6148363 · Noblesville, INIA RegisteredBroker
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Tipdalin PhalCRD 8249436 · Portland, ORBroker
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Michael B PhalenCRD 4426852 · Boston, MABroker
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Aaron PhamCRD 8103077 · Santa Clara, CABroker
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Andrew D PhamCRD 8087623 · Plano, TXBroker
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Bernadette Hao PhamCRD 4179742 · Seal Beach, CABroker
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Christine PhamCRD 7574780 · New York, NYBroker
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Dan D PhamCRD 7552861 · Santa Barbara, CABroker
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Dien V. PhamCRD 5413634 · Houston, TXBroker
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Hac PhamCRD 4026592 · Columbus, OHIA RegisteredBroker
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Hai Hong PhamCRD 7353828 · Westminster, CABroker
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Hanh PhamCRD 7989408 · Chicago, ILBroker
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Hoan PhamCRD 5831373 · Fountain Valley, CAIA RegisteredBroker
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Hong Linh Uyen PhamCRD 7800510 · Westminster, CABroker
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Huong Nguyen PhamCRD 7269686 · Santa Rosa, CABroker
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Jeremiah PhamCRD 8023328 · Huntington Beach, CABroker
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Kimthanh PhamCRD 7030299 · La Mesa, CABroker
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Ky Cao PhamCRD 8124234 · Clinton Township, MIBroker
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Manh Hoang PhamCRD 6901739 · Brooklyn, NYIA RegisteredBroker
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Nhi PhamCRD 7974476 · Seattle, WABroker
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Quynh PhamCRD 7853670 · Newark, DEBroker
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Trong An PhamCRD 7733218 · Chicago, ILBroker
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Uyen Thanh PhamCRD 8180122 · Houston, TXBroker
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Viet Q PhamCRD 5910688 · Des Moines, WABroker
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Kao Farm PhanCRD 6512468 · Pinole, CABroker
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Kheven PhanCRD 7686475 · Chicago, ILBroker
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Phuong Anh Ngoc PhanCRD 7577129 · Kirkland, WABroker
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Thanh Huynh PhanCRD 7415846 · Lafayette, CABroker
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Thuy PhanCRD 6486903 · Holland, MIBroker
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 firm CRD 79 ↗
FINRA BrokerCheck record for firm CRD 79 ↗
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Data compiled Sep 10, 2026. Source: ADV_BULK. 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.