Stephen M Stabile

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2004 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2009 → 01/2022
  Bank Of America, N.A.
  New York, NY
• 01/2022 → Present
  First Republic Investment Management, Inc.
  New York, NY
• 01/2022 → 10/2023
  First Republic Securities Company, Llc.
  New York, NY
• 09/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2022-01-07 → 2025-03-19
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2004-11-05 → 2022-01-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  East Hampton, NY

Other Businesses

Name: Children's Museum of East End Address: 367 Birdgehampton Sag Harbor Turnpike Bridgehampton NY 11932 Investment-related: No Nature of the business: Museum Role: Trustee/Board Member Start Date: 11/01/2021 Description of duties: Normal trustee duties to vote on initiatives for the museum. I also helped them with their pricing models since I studied pricing @ MIT. Number of hours each month: 4 Number of hours during trading: 0

Exams

• S66 Uniform Combined State Law Examination
  2002-11-21

Other Names

• Stephen M Stabile
• Stephen Michael Stabile