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Steven Halvorson

J.P. Morgan Securities LLC

Elk River, MN

Andover, MN

Rogers, MN

CRD 6647365

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-02-18
  • MN RA
    APPROVED
    Since 2026-02-18

Branch Locations

19320 Us Highway 169 Nw, Elk River, MN 55330 • United States

Andover, MN • United States

21660 S Diamond Lake Rd, Rogers, MN 55374 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Elk River MN 02/2026 Present
Jpmorgan Chase Bank, N.A. Elk River MN 02/2026 Present
Unemployed Andover MN 09/2025 02/2026
Wells Fargo Clearing Services, Llc St Louis Park MN 05/2016 09/2025
Wells Fargo Bank Shoreview MN 11/2007 09/2025
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-23
  • S66 Uniform Combined State Law Examination
    2016-09-23
Other Names
  • Steven Halvorson
  • Steven Todd Halvorson
  • Steve Todd Halvorson

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.

Nearby Investors

PETER ADAM REINER
Owenn Hegseth Buchholz
DERICK DAVID KELLY

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · ELK RIVER, MN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Elk River, MN
OSAIC WEALTH, INC. · ELK RIVER, MN

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