Steven ToongCRD Number: 1977190
Current Firm: J.p. Morgan Securities LLC
Steven Toong (CRD# 1977190) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakland, CA and has over 18 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Jp Morgan Chase Bank N.a.||Oakland, CA||Jan 2016 - Current||1|
|Bank Of America, N.a.||Menlo Park, CA||May 2014 - Jan 2016||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Menlo Park, CA||Feb 2014 - Jan 2016||1|
|Cetera Investment Services LLC||Danville, CA||Feb 2013 - Feb 2014||1|
|Macys||San Francisco, CA||Oct 2012 - Feb 2013||< 1|
|Bay Circle||San Francisco, CA||May 2010 - Feb 2013||2|
|Quest Capital Strategies, Inc.||Lake Forest, CA||Apr 2012 - Jul 2012||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Menlo Park, CA||May 2009 - May 2010||1|
|Ubs Financial Services Inc.||Menlo Park, CA||Jun 2006 - May 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||May 2005|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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