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Steven Anderson

J.P. Morgan Securities LLC

San Diego, CA

Boston, MA

CRD 7298307

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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
CA RA APPROVED 2026-08-07
TX RA APPROVED 2020-11-10
  • CA RA
    APPROVED
    Since 2026-08-07
  • TX RA
    APPROVED
    Since 2020-11-10

Branch Locations

12860 El Camino Real Floor 02, San Diego, CA 92130 • United States

50 Rowes Wharf, Boston, MA 02110 • 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
Jpmorgan Chase Bank Na Houston TX 09/2020 10/2025
J.P. Morgan Securities Llc Houston TX 09/2020 Present
Investment Planning Counsel Mississauga 11/2010 03/2020
Unemployed Conroe TX 04/2020 08/2020
  • 09/2020 → 10/2025
    Jpmorgan Chase Bank Na
    Houston, TX
  • 09/2020 → Present
    J.P. Morgan Securities Llc
    Houston, TX
  • 11/2010 → 03/2020
    Investment Planning Counsel
    Mississauga
  • 04/2020 → 08/2020
    Unemployed
    Conroe, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-11
  • S66 Uniform Combined State Law Examination
    2019-02-11
Other Names
  • Lawrence Anderson Steven
  • Steven Lawrence Anderson

View on SEC IAPD

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