Stephanie Johnson
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank (wi)Jul 2024 to now
- BMO BankDec 2023 to Jun 2024
- Thrivent FinancialJun 2023 to Nov 2023
- Thrivent Investment Management Inc.May 2023 to Oct 2023
- Belle City LearningJan 2023 to Jan 2023
- Reefpoint BrewhouseApr 2022 to Jul 2023
- Olive GardenMar 2021 to Sep 2022
- TjmaxxAug 2019 to Jul 2021
- Gordan Food Service StoreApr 2018 to Mar 2021
- UnemployedJan 2018 to Mar 2018
- Genesco Inc/lids/hat WorldAug 2017 to Dec 2017
- UnemployedJul 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7702950
- Firm CRD
- 79