Stephen Jimenez
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- J.P. Morgan Securities LLCMay 2023 to now
- JPMorgan Chase Bank, N.A.May 2023 to now
- UnemployedMar 2023 to Apr 2023
- LumioJul 2022 to Feb 2023
- J.P. Morgan Securities LLCApr 2021 to Jul 2022
- JPMorgan Chase Bank, N.A.Apr 2021 to Jul 2022
- UnemployedMar 2021 to Mar 2021
- Equitable Advisors, LLCOct 2020 to Feb 2021
- Equitable Financial Life Insurance CoOct 2020 to Feb 2021
- UnemployedSep 2020 to Sep 2020
- Insight GlobalMay 2020 to Aug 2020
- National General Lender ServicesMay 2020 to Aug 2020
- UnemployedApr 2020 to Apr 2020
- Nectar Restaurant and Wine BarSep 2019 to Mar 2020
- Newton Building and DevelopmentJul 2018 to Aug 2019
- UnemployedAug 2017 to Jun 2018
- The Mansion At RosarioMay 2017 to Jul 2017
- UnemployedSep 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7289178
- Firm CRD
- 79