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- Custodian
- JP Morgan ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-22-1961
- Office Locations
- 5,207
Office Locations
About J.p. Morgan Securities LLC
J.P. Morgan Securities LLC is a global financial services firm serving retail and institutional clients with investment and commercial banking, payments, and asset management. The platform spans public markets and alternatives (including ETFs and private credit) and provides sector and deal advisory, including natural-resources M&A. Regular insights and podcasts offer timely market context for distribution and wealthtech partners.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DAVID AIDELSON
Chief Legal Officer
- CRD
- --
- Ownership
- Less than 5%
Rachid Alaoui Abdallaoui
Chief Executive Officer
- CRD
- #7122597
- Ownership
- Less than 5%
Showing 2 of 15 owners & executives
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Laura L Aab
Analyst
- CRD
- #7831460
MOHANAD AABED
Private Client Banker
- CRD
- #7155368
Showing 2 of 34941 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $358,295,849,690 | $330,588 |
| Non-Discretionary | $71,398,641,352 | $438,483 |
| Total | $429,694,491,042 | $344,680 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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