Best Investors Account Sign in

Joseph Stevens

J.P. Morgan Securities LLC

Plano, TX

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-18
  • TX RA
    APPROVED
    Since 2025-08-18

Branch Locations

8181 Communications Pkwy, Bldg A, Plano, TX 75024 • 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
Mondelez International Inc Port Arthur TX 08/2017 08/2017
Margaret Gail Sims Day Habilitation Beaumont TX 07/2017 09/2018
Unemployed Port Arthur TX 10/2018 12/2018
Equitable Financial Life Insurance Co New York NY 06/2021 08/2021
Equitable Advisors, Llc New York NY 06/2021 08/2021
Jpmorgan Chase Bank, N.A. Plano TX 10/2021 12/2021
Bank Of America Allen TX 02/2022 04/2022
Sumptuous Consulting, Llc Port Arthur TX 01/2019 07/2022
Binga Financial, Inc Port Arthur TX 11/2022 06/2023
Primerica Financial Services Beaumont TX 05/2020 01/2024
Pfs Investments Inc Beaumont TX 08/2023 11/2023
Jpmorgan Chase Bank, N.A. Plano TX 11/2023 Present
J.P. Morgan Securities Llc Plano TX 11/2023 Present
Unemployed Port Arthur TX 12/2015 06/2017
  • 08/2017 → 08/2017
    Mondelez International Inc
    Port Arthur, TX
  • 07/2017 → 09/2018
    Margaret Gail Sims Day Habilitation
    Beaumont, TX
  • 10/2018 → 12/2018
    Unemployed
    Port Arthur, TX
  • 06/2021 → 08/2021
    Equitable Financial Life Insurance Co
    New York, NY
  • 06/2021 → 08/2021
    Equitable Advisors, Llc
    New York, NY
  • 10/2021 → 12/2021
    Jpmorgan Chase Bank, N.A.
    Plano, TX
  • 02/2022 → 04/2022
    Bank Of America
    Allen, TX
  • 01/2019 → 07/2022
    Sumptuous Consulting, Llc
    Port Arthur, TX
  • 11/2022 → 06/2023
    Binga Financial, Inc
    Port Arthur, TX
  • 05/2020 → 01/2024
    Primerica Financial Services
    Beaumont, TX
  • 08/2023 → 11/2023
    Pfs Investments Inc
    Beaumont, TX
  • 11/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Plano, TX
  • 11/2023 → Present
    J.P. Morgan Securities Llc
    Plano, TX
  • 12/2015 → 06/2017
    Unemployed
    Port Arthur, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-16
S63 Uniform Securities Agent State Law Examination 2021-10-06
  • S66 Uniform Combined State Law Examination
    2025-08-16
  • S63 Uniform Securities Agent State Law Examination
    2021-10-06
Other Names
  • Joseph Stevens
  • Joseph Stevens
  • Joseph Stevens

View on SEC IAPD

Other Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC
PARADIGM GROUP
CAISHEN FINANCIAL
EVERGREEN WEALTH ADVISORS
EDWARD JONES
KICKING HORSE INVESTMENT MANAGEMENT, LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor