Stephens McVea, financial advisor Baton Rouge LA
90 score

Stephens McVea

CRD Number: 6414991
Current Firm: J.p. Morgan Securities LLC

Stephens McVea (CRD# 6414991) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Baton Rouge, LA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC Baton Rouge, LA Dec 2016 - Current 1
Bank Of America, N.a. Baton Rouge, LA May 2015 - Nov 2016 1
Merrill Lynch, Pierce, Fenner & Smith, Incorporated Baton Rouge, LA Oct 2014 - Nov 2016 2
General Engineering And Environmental Companies Baton Rouge, LA Jan 2012 - Oct 2014 2
Centenary College Of Louisiana Shreveport, LA Jan 2009 - Dec 2012 3
Goodrich Petroleum Shreveport, LA Sep 2009 - Dec 2011 2
Louisiana Air National Guard New Orleans, LA Aug 2005 - Aug 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Stephens Y. McVea
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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