Stephen Mclean

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

• 05/2014 → 02/2019
  Fidelity Investments
  Oak Brook, IL
• 07/2018 → 02/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 04/2019 → Present
  Jp Morgan Chase Bank, N.A.
  Chicago, IL
• 04/2019 → Present
  Jp Morgan Securities, Llc
  Chicago, IL

Previous Registrations

• 2018-07-13 → 2019-02-07
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-01-13 → 2018-07-13
  Strategic Advisers Llc
  Oak Brook, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-16
• S63 Uniform Securities Agent State Law Examination
  2014-07-28

Designations

• Certified Financial Planner

Other Names

• Stephen Jay Mclean