Stephen Anagnostou (CRD# 5542510) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hartford, CT and has over 15 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Stamford, CT | Jan 2018 - Current | 6 |
| Jp Morgan Chase Bank N.a. | Stamford, CT | Jan 2018 - Current | 6 |
| Mml Investors Services, LLC | Shelton, CT | Mar 2017 - Dec 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Shelton, CT | Jul 2016 - Dec 2017 | 1 |
| Barnum Financial Group | Shelton, CT | Aug 2008 - Dec 2017 | 9 |
| Msi Financial Services, Inc. | Shelton, CT | Jun 2008 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- CT
-
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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