Stephen Council

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

• 03/2010 → Present
  Jpmorgan Chase Bank, N.A.
  Monmouth Junction, NJ
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Monmouth Junction, NJ

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: PBD PRODUCTIONS POSITION: OWNER START DATE: 5/1/2020 ADDRESS: 16 Burlington NJ DETAILS: PHOTOGRAPHER /VIDEOGRAPHER. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 10 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: THE POSITIVE COMMUNITY MAGAZINE POSITION: OFFICER START DATE: 6/16/2014 ADDRESS: 233 Montclair, NJ DETAILS: DELIVERING MAGAZINES TO CHURCHES. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 4 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2021-12-03
• S63 Uniform Securities Agent State Law Examination
  2010-04-10

Other Names

• Stephen G Council