Steven JohnsonCRD Number: 5835720
Current Firm: J.p. Morgan Securities LLC
Steven Johnson (CRD# 5835720) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boca Raton, FL and has over 2 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|J.p. Morgan Securities LLC||Boca Raton, FL||May 2022 - Current||1|
|Jpmorgan Chase Bank, N.a.||Boca Raton, FL||May 2022 - Current||1|
|Jpmorgan Chase Bank||Boca Raton, FL||Mar 2017 - May 2022||5|
|Jpmorgan Securities LLC||Boca Raton, FL||Mar 2017 - May 2022||5|
|Jpmorgan Chase Bank||Pompano Beach, FL||Sep 2013 - Mar 2017||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2021|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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