Stephania Tatis
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCJul 2025 to now
- JPMorgan Chase Bank, N.A.Jul 2025 to now
- JPMorgan Chase Bank, N.A.Jun 2024 to Aug 2024
- The University of Texas At AustinJan 2024 to Jun 2025
- UnemployedAug 2023 to Dec 2023
- Ut Austin Procurement and PaymentsMay 2023 to Aug 2023
- The University of Texas At AustinFeb 2023 to Mar 2023
- UnemployedNov 2022 to May 2023
- Circuit of the AmericasOct 2022 to Oct 2022
- UnemployedSep 2022 to Sep 2022
- ZinliJul 2022 to Aug 2022
- UnemployedMay 2022 to Jun 2022
- Ruffalo Noel LevitzMar 2022 to Apr 2022
- UnemployedJun 2015 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8145136
- Firm CRD
- 79