Steven Max Christol

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

• 01/2015 → 05/2018
  Jp Morgan Securities Llc
  Ladera Ranch, CA
• 01/2015 → 05/2018
  Jp Morgan Chase Bank
  Ladera Ranch, CA
• 10/2001 → Present
  Svagsm, L.P.
  Lincoln, CA
• 05/2018 → Present
  Jpmc Bank Na (Southwest)
  Laguna Nigel, CA
• 05/2018 → Present
  J.P. Morgan Securities Llc
  Laguna Nigel, CA

Other Businesses

Entity Name: SVAGSM, L.P. Investment related: No Address: Lincoln, CA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/29/2001 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The business is a family-owned limited partnership in California that owns and leases single-family residences to long-term tenants in northern California. I do not take part in the daily business activities and spend zero hours per week on it. I am a partial owner and limited partner only.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-18
• S63 Uniform Securities Agent State Law Examination
  2007-07-05

Other Names

• Steven M Christol
• Steven Christol
• Steve Christol
• Steven Christol