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- Custodian
- JP Morgan ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-22-1961
- Office Locations
- 5,212
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.
Reported data analysis
What the numbers show
Between December 1, 2025 and June 30, 2026, reported AUM increased 21.9%, from $352.6B to $429.7B.
Across 5 reported observations, AUM increased 87.0% between November 16, 2022 and June 30, 2026, from $229.7B to $429.7B.
Of the latest reported AUM, 83.4% is discretionary and 16.6% is non-discretionary.
The firm reports 8,479 advisory representatives and 1,653,682 clients, or 195 clients per representative. That equates to $259.8K in reported AUM per client.
The profile lists 5,212 reported office locations and 65 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review J.p. Morgan Securities LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full J.p. Morgan Securities LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 35177 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
SMA allocation detail is available
J.p. Morgan Securities LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2025
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J.p. Morgan Securities LLC's 13F holdings detail is available for Q4 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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