Unclaimed
Steve Melvage is a registered representative with J.P. Morgan Securities LLC. Steve has been in the securities industry since May 2010. Steve is licensed to provide securities and investment advisory services in 26 states and holds Series 6, 7, 63 and 66 licenses. In addition to working with J.P. Morgan Securities LLC, Steve is also a freelance DJ, working approximately two hours per month. Steve has also worked at CHASE INVESTMENT SERVICES CORP. in the past. Steve's firm has over $50 billion in assets under management and serves individual clients, high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
07/31/2020 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
05/04/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 08/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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