Steven L. Schmidt
Investment adviser representative at J.P. Morgan Securities LLC
16 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Steven L. Schmidt? Claim your profile
Contact this firm
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
16 years in the industry.
- J.P. Morgan Securities LLCJul 2021 to now
- JPMorgan Chase Bank, N.A.Sep 2018 to now
- AmwayOct 2010 to now
- UnemployedAug 2018 to Aug 2018
- SubwayMar 2018 to Jul 2018
- State FarmSep 2017 to Feb 2018
- Allstate InsuranceMar 2017 to Aug 2017
- Hannigan InsuranceSep 2015 to Feb 2017
- Ann Arbor NewsJun 2011 to Dec 2023
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 (MI, 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
- 7425337
- Firm CRD
- 79