Stephen Michael Wynne

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

• 09/2013 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 09/2013 → Present
  Jpmorgan Chase Bank Na
  San Francisco, CA

Other Businesses

Entity Name: St. Ignatius College Preparatory Investment related: No Address: 37th San Francisco, CA Nature of the other business: Education Position/Title/Relationship: Director Start Date: 01-Mar-2018 Approximate # of hours a month: 5 hours per week Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Fathers' Club Board of Directors Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-09