Steven David Lehrer

J.P. Morgan Securities LLC

Winter Springs, FL

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Current Employers

J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-09-01
TX	RA	APPROVED	2020-08-26

FL RA
APPROVED

Since 2020-09-01
TX RA
APPROVED

Since 2020-08-26

Branch Locations

5601 Red Bug Lake Rd, Winter Springs, FL 32708 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bank Of America, N.A.	Orlando	FL	09/2014	08/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Orlando	FL	09/2014	08/2020
Jp Morgan Chase Bank, N.A.	Mount Dora	FL	08/2020	Present
Jp Morgan Securities, Llc	Mount Dora	FL	08/2020	Present

09/2014 → 08/2020

Bank Of America, N.A.

Orlando, FL
09/2014 → 08/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL
08/2020 → Present

Jp Morgan Chase Bank, N.A.

Mount Dora, FL
08/2020 → Present

Jp Morgan Securities, Llc

Mount Dora, FL

Previous Registrations

2014-09-19 → 2020-09-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL

Jacksonville, FL

Orlando, FL

Orlando, FL

Orlando, FL

Orlando, FL

Orlando, FL

Windermere, FL

Orlando, FL

Orlando, FL

Orlando, FL
2012-10-01 → 2014-09-10

J.P. Morgan Securities Llc

Orlando, FL
2012-07-23 → 2012-10-01

Chase Investment Services Corp.

Orlando, FL
2011-10-17 → 2012-06-18

Ameriprise Financial Services, Llc

Orlando, FL
2010-11-18 → 2011-09-27

Truist Investment Services, Inc.

Orlando, FL
2007-12-17 → 2010-10-14

Ameriprise Financial Services, Llc

Orlando, FL

Maitland, FL
2007-01-03 → 2007-10-30

Ameriprise Financial Services, Llc

Orlando, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-12-21

S66 Uniform Combined State Law Examination

2006-12-21

Other Names

Steven David Lehrer
Steven David Lehrer
Steven D Lehrer

View on SEC IAPD

Other Firms

PLANMEMBER SECURITIES CORPORATION

EQUITABLE ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TRUIST ADVISORY SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

STATE FARM INVESTMENT MANAGEMENT CORP.

EDWARDS FINANCIAL SERVICES

Other Investors

MICHAEL STEPHEN BERZOVICH

ERIC CHARLES THARP

JUDAH-BEN ERNST

NIGEL ROHAN PERRYMAN

Carroll Clayton Matthews

Thomas N. LoBasso

Nelson Fernandez

Esteban R Rondon

Other Offices

PLANMEMBER SECURITIES CORPORATION · WINTER SPRINGS, FL

EQUITABLE ADVISORS, LLC · WINTER SPRINGS, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WINTER SPRINGS, FL

TRUIST ADVISORY SERVICES, INC. · CASSELBERRY, FL

TRUIST ADVISORY SERVICES, INC. · WINTER SPRINGS, FL

TRUIST ADVISORY SERVICES, INC. · WINTER SPRINGS, FL

WELLS FARGO CLEARING SERVICES, LLC · WINTER SPRINGS, FL

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · OVIEDO, FL

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