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 553 of 712

• Joshua Daniel RosenCRD 7763767 · New York, NY
  Broker
• Kate Shannon Poznick RosenCRD 6091236 · New York, NY
  Broker
• Sylvia K RosenCRD 6016042 · Winter Garden, FL
  Broker
• Mindy Beth Rosen-TaiCRD 6228932 · San Francisco, CA
  Broker
• Leah Nicole RosenbaumCRD 7589062 · Boston, MA
  Broker
• Ronald L RosenbeckCRD 2703798 · Kettering, OH
  IA RegisteredBroker
• Adam RosenbergCRD 7852177 · New York, NY
  Broker
• Blake Evan RosenbergCRD 8033742 · San Diego, CA
  Broker
• Daniel Settimio RosenbergCRD 7837530 · Buffalo Grove, IL
  Broker
  Disclosure event(s) on record
• Harry RosenbergCRD 4617954 · Chicago, IL
  IA RegisteredBroker
• Matthew Alex RosenbergCRD 7721013 · New York, NY
  IA RegisteredBroker
• Olesya RosenbergCRD 6728918 · New York, NY
  BrokerRegistration inactive
• Samantha Belle RosenbergCRD 7746255 · New York, NY
  IA RegisteredBroker
• Adam RosenblattCRD 7332827 · Monsey, NY
  IA RegisteredBroker
• Eliza RosenblattCRD 5728705 · Traverse City, MI
  IA RegisteredBroker
• Lincoln Rosenblood-CappeCRD 7668729 · Los Angeles, CA
  IA RegisteredBroker
• Emily RosenbloomCRD 7787123 · Dallas, TX
  IA RegisteredBroker
• Connor RosenblumCRD 7990249 · Raleigh, NC
  Registration inactive
• Lindsay RosenblumCRD 7580614 · Plainview, NY
  Broker
• Megan RosendahlCRD 7665448 · Chicago, IL
  Broker
• Robert RosenfeldCRD 5194090 · Chicago, IL
  Broker
• Michael M RosensteinCRD 4465281 · Chicago, IL
  IA RegisteredBroker
• Sandra Joy RosensteinCRD 4651023 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Benjamin J RosenthalCRD 1989493 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew RosenzweigCRD 6998447 · San Francisco, CA
  BrokerRegistration inactive
• Maria M. RoseteCRD 7668707 · Marina, CA
  Broker
• Jason Anthony RoshCRD 7640566 · Visalia, CA
  Broker
• Vijai RoshanCRD 7553543 · Newark, DE
  Broker
• Theo Mclester RoshellCRD 5578902 · Hoover, AL
  Broker
• Amanda Jean RosinskiCRD 6462562 · White Plains, NY
  IA RegisteredBroker
• Adin RoskophCRD 7149180 · San Francisco, CA
  IA RegisteredBroker
• Mark S. RoskyCRD 3018986 · Jersey City, NJ
  Broker
• Olivia RosnerCRD 7556399 · New York, NY
  Broker
• Bennett RosnickCRD 7153841 · New York, NY
  Broker
• Craig Stephen RosoffCRD 5317274 · Dallas, TX
  Broker
• Allison RossCRD 7028454 · Cocoa, FL
  IA RegisteredBroker
• Edward RossCRD 6926575 · Denver, CO
  Broker
• Ethan RossCRD 7440974 · New York, NY
  Broker
• Gabriella Aliciabaracchini RossCRD 6349124 · Los Angeles, CA
  Broker
• J. Lynn RossCRD 2352471 · Columbus, OH
  Broker
• Jennifer Sockolov RossCRD 6010320 · New York, NY
  IA RegisteredBroker
• Justice RossCRD 7744922 · Laurelton, NY
  Broker
• Kaelanni Rae RossCRD 7685811 · Grand Rapids, MI
  Broker
• Logan RossCRD 7688511 · Redmond, OR
  Broker
• Mary R RossCRD 1871238 · New York, NY
  Broker
• Megan Leann RossCRD 8160666 · Ortonville, MI
  Broker
• Patrick E. RossCRD 4507578 · New Canaan, CT
  Broker
• Piers RossCRD 7394150 · Irvine, CA
  IA RegisteredBroker
• Trina Michelle RossCRD 2763921 · Houston, TX
  Broker
• William Joseph RossCRD 7515989 · Babylon, NY
  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 11, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.