Stephon Watson

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

• 12/2015 → 05/2018
  Wells Fargo Na
  Peekskill, NY
• 06/2018 → 11/2018
  Wells Fargo Clearing Services, Llc
  Peekskill, NY
• 02/2019 → 01/2023
  Wells Fargo Clearing Services, Llc
  Peekskill, NY
• 01/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Peekskill, NY
• 01/2023 → Present
  J.P. Morgan Securities Llc
  Peekskill, NY

Other Businesses

Entity Name: ByStephonWatson LLC Investment related: No Address: 1 PROSPECT AVE, STE 1A 2ND FL, WHITE PLAINS, NY, UNITED STATES, 10607 Nature of the other business: Visual Art Position/Title/Relationship: Employee/Contractor Start Date: 02/24/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The business activity would not be related to the financial industry or my role to JPMC. It will include the registration of an entity to conduct business as a visual artist. My duties would include the creation of various works of art a few hours a week outside of JPMC's work hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-15
• S63 Uniform Securities Agent State Law Examination
  2019-08-29

Other Names

• Stephon Watson
• Stephon A Watson
• Stephon Anthoney Watson