Steven N Samson

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Orland Park, IL
• 03/2014 → 04/2017
  Steven Samson Living Trust
  Chicago, IL
• 05/1993 → Present
  Jpmorgan Chase Bank, N.A.
  Orland Park, IL

Previous Registrations

• 2005-07-06 → 2012-10-01
  Chase Investment Services Corp.
  Lemont, IL
  Frankfort, IL
  Chicago, IL
  Orland Park, IL
  Orland Park, IL
  Chicago, IL
• 2004-11-19 → 2005-07-06
  Banc One Securities Corporation
  Orland Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2004-11-18
• S63 Uniform Securities Agent State Law Examination
  1999-04-23

Other Names

• Steve Samson
• Steven Nathan Samson