Steven Fried

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

• 12/2013 → Present
  Jp Morgan Securities Llc
  Fort Myers, FL
• 07/2015 → 01/2024
  Ears To You Travel
  Fort Smith, AR
• 09/2019 → 02/2021
  Platinum Fitness, Llc
  Fort Myers, FL
• 04/2020 → 05/2023
  Vitology Fitness, Llc.
  Fort Myers, FL
• 05/2023 → 01/2024
  Premia Fitness
  Fort Myers, FL
• 09/2023 → 05/2024
  Kava Culture Estero
  Estero, FL
• 07/2024 → Present
  Making Magic Destinations
  Fort Myers, FL

Previous Registrations

• 2013-09-12 → 2013-12-11
  Wells Fargo Clearing Services, Llc
  Naples, FL
  Punta Gorda, FL
• 2012-10-01 → 2013-09-18
  J.P. Morgan Securities Llc
  Naples, FL
  Fort Myers, FL
  Lehigh Acres, FL
  Cape Coral, FL
  Port Charlotte, FL
  Fort Myers, FL
  Fort Myers, FL
  Estero, FL
  Fort Myers, FL
  Fort Myers, FL
• 2006-06-21 → 2012-10-01
  Chase Investment Services Corp.
  Naples, FL
  Summit, NJ
  Montclair, NJ
  Ossining, NY
  Millwood, NY
  Spring Valley, NY
  Garnerville, NY
  Haverstraw, NY
  Bedford, NY
  Mount Kisco, NY
  Garnerville, NY
  Yorktown Heights, NY
  Nanuet, NY
  Valley Cottage, NY
  Mohegan Lake, NY
  Yorktown Heights, NY
  Pomona, NY
  New City, NY
  Nanuet, NY
  Sparkill, NY
  Peekskill, NY
  Ossining, NY
  Briarcliff, NY
  Patterson, NY
  Peekskill, NY
  Monsey, NY
  Croton-On-Hudson, NY
  Pleasantville, NY
  Pleasantville, NY
  Orangeburg, NY
  Cross River, NY
  Somers, NY
  Pomona, NY
  Suffern, NY
  West Nyack, NY
  Tallman, NY
  Croton, NY
  Bedford, NY
  Somers, NY
  Mount Kisco, NY
  Chappagua, NY
  Briarcliff Manor, NY
  Brewster, NY
  Congers, NY
  New City, NY
  Stony Point, NY
  Monsey, NY
  Orangeburg, NY
  Tappan, NY
  Brewster, NY
  Nanuet, NY
  Chestnut Ridge, NY
  Nyack, NY
  Pearl River, NY
  New City, NY
  Shrub Oak, NY
  Yorktown, NY
  Katonah, NY
  New City, NY
  Ossining, NY
  Suffern, NY
  Florham Park, NJ
  Chester, NJ
  Morristown, NJ
  West Nyack, NY
  Nutley, NJ
  Belleville, NJ
  Wayne, NJ
  Somers, NY
  Somers, NY
  Yorktown Heights, NY
  Garnerville, NY
  Katonah, NY
  Yorktown, NY
  Valley Cottage, NY
  West Nyack, NY
  Patterson, NY
  Haverstraw, NY
  Briarcliff, NY
  Spring Valley, NY
  Pleasantville, NY
  Chappagua, NY
  Croton-On-Hudson, NY
  New City, NY
  New City, NY
  Nanuet, NY
  Mohegan Lake, NY
  Chestnut Ridge, NY
  Stony Point, NY
  Pomona, NY
  Garnerville, NY
  Suffern, NY
  Monsey, NY
  Orangeburg, NY
  Cross River, NY
  Yorktown Heights, NY
  Bedford, NY
  Bedford, NY
  Croton, NY
  Mount Kisco, NY
  Peekskill, NY
  Peekskill, NY
  Tappan, NY
  Pomona, NY
  Congers, NY
  Nyack, NY
  West Nyack, NY
  Shrub Oak, NY
  Nanuet, NY
  Nanuet, NY
  Brewster, NY
  New City, NY
  New City, NY
  Briarcliff Manor, NY
  Mount Kisco, NY
  Tallman, NY
  Sparkill, NY
  Monsey, NY
  Orangeburg, NY
  Brewster, NY
  Pearl River, NY
  Pleasantville, NY
  Millwood, NY
  Ossining, NY
  Fort Myers, FL
  Fort Myers, FL
  Port Charlotte, FL
  Cape Coral, FL
  Lehigh Acres, FL
  North Port, FL
  Fort Myers, FL
  Montclair, NJ
  Naples, FL
  Madison, NJ
  Fort Myers, FL
  Naples, FL
• 2005-08-05 → 2006-05-02
  Ubs Financial Services Inc.
  Bedminster, NJ
• 2002-06-06 → 2005-08-09
  Morgan Stanley Dw Inc.
  Short Hills, NJ

Other Businesses

Entity Name: Making Magic Destinations Investment related: No Address: Fort Myers, FL 33913 Nature of the other business: Travel Agency Position/Title/Relationship: Owner/Partner Start Date: 07/08/2024 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Self owned travel agency offering travel bookings for theme park destinations, cruises, and group travel. Non-related to JPMC or the financial services industry Entity Name: WAYT Nutrition Investment related: N Address: 8595 College Parkway Fort Myers, FL 33919 www.waytnutrition.com Nature of the other business: Fitness Position/Title/Relationship: Affiliated Athlete Start Date: 02/19/2021 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 during trading hours Briefly describe your duties: Promote company's nutritional supplement line through social media posts and targeted advertisements. Assist National Retail Coordinator in brand strategy and penetrating retail markets.

Exams

• S66 Uniform Combined State Law Examination
  2002-02-14