Steven Lupo

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

• 07/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2025 → 06/2025
  Unemployed
  Holmdel, NJ
• 08/2021 → 05/2025
  Pennsylvania State University
  University Park, PA
• 06/2024 → 08/2024
  Jpmorgan Chase Bank, N.A.
  Palm Beach, FL
• 05/2022 → 08/2022
  Via Sposito
  Red Bank, NJ
• 05/2022 → 06/2022
  Pancho
  Little Silver, NJ
• 03/2021 → 08/2021
  Gabriella's Italian Steakhouse
  Red Bank, NJ
• 12/2015 → 08/2021
  H & L Detailing
  Holmdel, NJ
• 02/2021 → 02/2021
  Unemployed
  Holmdel, NJ
• 08/2019 → 01/2021
  Patricias Of Holmdel
  Holmdel, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-08-22