Stephanie Seiler

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 → 01/2018
  J.P. Morgan Securities Llc
  Arlington Heights, IL
• 03/2006 → 01/2018
  Jpmorgan Chase Bank, N.A.
  Arlington Heights, IL
• 01/2018 → 07/2022
  Lpl Financial Llc
  Fort Mill, SC
• 01/2018 → 05/2019
  Independent Financial Partners
  Elgin, IL
• 04/2019 → 07/2022
  Iht Wealth Management Llc
  Chicago, IL
• 08/2022 → Present
  J.P. Morgan Securities Llc
  Arlington Heights, IL
• 08/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Arlington Heights, IL
• 01/2018 → 07/2022
  Mueller Financial Services Inc
  Elgin, IL
• 01/2018 → 07/2022
  Pkf Mueller Lp
  Elgin, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-09-26
• S63 Uniform Securities Agent State Law Examination
  2015-04-15

Other Names

• Stephanie Espinoza
• Stephanie Seiler
• Stephanie Espinoza Seiler