Steven Shipley (CRD# 7885544) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tempe , AZ and has 1 year of experience in the finance industry.
CRD# 4060469
Raymond James & Associates, Inc.
CRD# 2485377
Ae Wealth Management, LLC
CRD# 5720193
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Tempe, AZ | Mar 2024 - Current | < 1 |
Tradeline Club | Erie, PA | Mar 2023 - Feb 2024 | < 1 |
Tradeline Supply | Scottsdale, AZ | Mar 2023 - Feb 2024 | < 1 |
Bww Law Group, LLC | Rockville, MD | Sep 2015 - Feb 2024 | 8 |
Boost Credit 101 | Nottingham, MD | Jan 2016 - Dec 2017 | 1 |
Silver Bullet Consulting Llc (contractor) | Nottingham, MD | Nov 2015 - Dec 2017 | 2 |
Superior Tradelines | Nottingham, MD | Jan 2016 - Dec 2016 | < 1 |
Stern & Eisenburg Mid-atlantic | Rosedale, MD | May 2015 - Sep 2015 | < 1 |
Butler & Hosch | Rosedale, MD | Feb 2015 - May 2015 | < 1 |
Morris|schneider|wittstadt | Baltimore, MD | Jun 2013 - Jan 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- AZ
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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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