Stephanie Lee Crocker

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Evanston, IL
• 11/2001 → Present
  Jpmorgan Chase Bank, N.A.
  Evanston, IL

Previous Registrations

• 2006-02-27 → 2012-10-01
  Chase Investment Services Corp.
  Evanston, IL
  Evanston, IL
  Chicago, IL
  Evanston, IL
  Evanston, IL
  Chicago, IL

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 6/23/2014 ADDRESS: 1334 CHICAGO, IL. DETAILS: OWNER OF 3 UNIT BUILDING. HOURS DEDICATED (per month unless otherwise indicated): A HOUR A MONTH HOURS DURING TRADING: 0 INVESTMENT RELATED: NO

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-24
• S63 Uniform Securities Agent State Law Examination
  1999-10-19

Other Names

• Stephanie Lee Stover