Michael Stephens

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

• 06/2026 → Present
  J.P. Morgan Securities Llc
  Orem, UT
• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Orem, UT
• 05/2026 → 06/2026
  Spark
  American Fork, UT
• 07/2025 → 05/2026
  Unemployed
  Eagle Mountain, UT
• 07/2025 → 07/2025
  Uber
  Eagle Mountain, UT
• 01/2019 → 06/2025
  Fidelity Investments
  Salt Lake City, UT
• 04/2018 → 01/2019
  National Medtrans
  Orem, UT
• 10/2017 → 03/2018
  Unemployed
  Provo, UT
• 01/2017 → 09/2017
  Cricket Wireless
  Provo, UT
• 08/2016 → 03/2017
  Outback Steakhouse
  Orem, UT

Previous Registrations

• 2025-03-31 → 2025-06-12
  Strategic Advisers Llc
  Salt Lake City, UT
  Salt Lake City, UT
  Eagle Mountain, UT
  Eagle Mountain, UT
  Boston, MA
• 2020-08-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Other Businesses

Entity Name: Ridgeline Capital Management LLC Investment related: Yes Address: Private Residence Nature of the other business: Investment Position/Title/Relationship: Board Member Start Date: 07/07/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This was a Hedgefund I started but is no longer active. The business bank accounts are shut down. There is no active prospecting or capital raising. It is in the process of being shut down.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-30
• S63 Uniform Securities Agent State Law Examination
  2019-04-12

Other Names

• Michael John Stephens
• Michael Stephens
• Michael J Stephens