Steven Patrick Flatley
Investment adviser representative at J.P. Morgan Securities LLC
14 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
14 years in the industry.
- J.P. Morgan Securities LLCJul 2022 to now
- JPMorgan Chase Bank (mi)Jul 2022 to now
- UnemployedSep 2021 to Jun 2022
- Valley Forge Financial GroupJun 2021 to Aug 2021
- UnemployedSep 2020 to May 2021
- Circle PizzaMay 2020 to Aug 2020
- UnemployedSep 2019 to Apr 2020
- Capitan Jacks Island GrillMay 2019 to Aug 2019
- UnemployedSep 2017 to Apr 2019
- Radnor Valley Country ClubJun 2017 to Aug 2017
- Stingers Waterfront LLCMay 2017 to Jun 2017
- UnemployedJul 2012 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7400880
- Firm CRD
- 79