Steven Mcclellan
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- MercorSep 2026 to now
- J.P. Morgan Securities LLCSep 2025 to now
- JPMorgan Chase Bank, N.A.Sep 2025 to now
- Lazy DogAug 2022 to Oct 2023
- Bank of AmericaMay 2022 to Oct 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Oct 2025
- T-mobileNov 2021 to May 2022
- Overtime Elite LLCOct 2021 to Mar 2022
- Atlanta Hawks Bb ClubAug 2019 to Oct 2021
- AtntJan 2018 to Jul 2019
- Amazon/golden State Fc LLCNov 2017 to Jan 2018
- Student Financial Asst CenterSep 2017 to Nov 2017
- PrestigeMay 2017 to Aug 2017
- Allsource Pps IncNov 2016 to Apr 2017
- LyftJan 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7565448
- Firm CRD
- 79