Craig StevensCRD Number: 6134477
Current Firm: J.p. Morgan Securities LLC
Craig Stevens (CRD# 6134477) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newbury Park, CA and has over 5 years of experience in the finance industry.
Invictus Asset Management LLC
Lamia Financial Group, Inc.
Greyfox Investors LLC
|Jpmorgan Securities LLC||Newbury Park, CA||Oct 2017 - Current||< 1|
|361 Ventures LLC||Westlake Village, CA||Aug 2017 - Current||< 1|
|Unemployed||Thousand Oaks, CA||Aug 2017 - Oct 2017||< 1|
|Jpmorgan Securities, LLC||Los Angeles, CA||Feb 2017 - Aug 2017||< 1|
|Jpmorgan Securities, LLC||Thousand Oaks, CA||Jun 2013 - Feb 2017||3|
|Morgan Stanley||Woodland Hills, CA||Oct 2012 - May 2013||< 1|
|Wells Fargo||Westlake Village, CA||Nov 2011 - Sep 2012||< 1|
|Csu Northridge||Northridge, CA||Aug 2010 - May 2012||1|
|Aric Bostick Success Training||Thousand Oaks, CA||Jan 2011 - May 2011||< 1|
|Wells Fargo||Moorpark, CA||Nov 2007 - Dec 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- 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, WY
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