Craig J Steury

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

• 04/2014 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 02/2023 → Present
  Steury Trevino Management Llc
  Houston, TX

Previous Registrations

• 2011-10-24 → 2014-02-06
  Wells Fargo Clearing Services, Llc
  Houston, TX

Other Businesses

Entity Name: Steury Trevino Management LLC Investment related: No Address: 1720 Potomac Unit A Houston TX 77057 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/01/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: There is no connection at all to JPMC role whatsoever. The LLC is owned by wife and I for the purpose of managing and paying expenses for remodeling a real estate property residential for my father. The LLC will engage short term rentals and receiving income and eventually purchase.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-21

Other Names

• Craig Joseph Steury