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Stephanie Schrader

J.P. Morgan Securities LLC

New York, NY

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-04
NY RA APPROVED 2024-06-03
  • TX RA
    APPROVED_RES
    Since 2024-06-04
  • NY RA
    APPROVED
    Since 2024-06-03

Branch Locations

270 Park Avenue 10Th Floor, New York, NY 10017 • 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
First Republic Securities Company, Llc New York NY 02/2022 09/2023
First Republic Investment Management, Inc. New York NY 01/2020 Present
Pricewaterhousecoopers San Francisco CA 08/2017 01/2020
California Polytechnic State University, San Luis Obispo San Luis Obispo CA 09/2013 06/2017
J.P. Morgan Securities Llc New York NY 09/2023 Present
  • 02/2022 → 09/2023
    First Republic Securities Company, Llc
    New York, NY
  • 01/2020 → Present
    First Republic Investment Management, Inc.
    New York, NY
  • 08/2017 → 01/2020
    Pricewaterhousecoopers
    San Francisco, CA
  • 09/2013 → 06/2017
    California Polytechnic State University, San Luis Obispo
    San Luis Obispo, CA
  • 09/2023 → Present
    J.P. Morgan Securities Llc
    New York, NY
Previous Registrations
  • 2022-05-16 → 2025-03-19
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-16
  • S66 Uniform Combined State Law Examination
    2022-05-16

View on SEC IAPD

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