Steve Melvage

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

• 04/2010 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Chicago, IL

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: FREELANCE DJ START DATE: 4/12/2013 ADDRESS: 1221 Chicago, IL DETAILS: I DJ AT CLUBS AND EVENTS IN CHICAGO APPROXIMATELY ONCE A MONTH. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 2 HOURS PER MONTH HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2019-08-09
• S63 Uniform Securities Agent State Law Examination
  2010-06-11

Other Names

• Steve E Melvage