Stephanie Anthony, financial advisor Chicago IL
93 score

Stephanie Anthony

CRD Number: 4490222
Current Firm: J.p. Morgan Securities LLC

Stephanie Anthony (CRD# 4490222) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Country Club Hills, IL Oct 2012 - Current 4
Chase Investment Services Corp Hazel Crest, IL Sep 2011 - Oct 2012 1
Fidelity Investments Chicago, IL Jun 2004 - Jun 2011 7
Strategic Advisers Subsidiary Of Fidelity Investments Boston, MA Feb 2004 - Jun 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2002
Contact Info for Stephanie C. Anthony
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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