Steven K. Williams
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered 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 LLCMar 2025 to now
- JPMorgan Chase Bank, N.A.Mar 2025 to now
- Williams Way Realty LLCApr 2020 to now
- First CommandNov 2023 to Mar 2025
- First Command Advisory ServicesNov 2023 to Mar 2025
- First Command Brokerage Services, Inc.Oct 2023 to Mar 2025
- Agia/valicJun 2021 to Oct 2023
- Valic Financial Advisors, inc.Jun 2021 to Oct 2023
- At&tJan 2015 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7393259
- Firm CRD
- 79