Steven Moone

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

• 09/2018 → 04/2023
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 07/2019 → 04/2023
  J.P. Morgan Securities Llc
  San Francisco, CA
• 02/2016 → 11/2018
  Flow Studios
  San Francisco, CA
• 04/2023 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 04/2023 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-14
• S63 Uniform Securities Agent State Law Examination
  2020-01-02

Other Names

• Steven Moone
• Steven A Moone
• Steven Anthony Moone