Steven Lundquist

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

• 01/2025 → 09/2025
  Fidelity Investments
  Grand Blanc, MI
• 06/2016 → 04/2025
  Oakland County Sheriff'S Office
  Pontiac, MI
• 06/2010 → 06/2018
  United States Marine Corps
  Lansing, MI
• 01/2024 → 06/2024
  Macy'S
  Novi, MI
• 09/2025 → Present
  J.P. Morgan Securities Llc
  South Lyon, MI
• 09/2025 → Present
  Jpmorgan Chase Bank, N.A.
  South Lyon, MI

Previous Registrations

• 2025-04-08 → 2025-08-27
  Strategic Advisers Llc
  Grand Blanc, MI
  Howell, MI
  Grand Blanc, MI

Exams

• S66 Uniform Combined State Law Examination
  2024-09-24

Other Names

• Steven Lundquist
• Steven K Lundquist