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Steve Sung

J.p. Morgan Securities LLC

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About Steve Sung

Steve Sung is a financial advisor at J.p. Morgan Securities LLC. Steve has been in the financial services industry since 2007 and holds licenses to offer a range of financial services. Steve is registered to offer securities in California.

Firm Information

Steve Sung is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Steve Sung’s Registration & Firm History

CA

09/20/2022 - Present

J.p. Morgan Securities LLC (IRVINE CA)

CA

09/03/2015 - 08/03/2016

ALLSTATE FINANCIAL SERVICES, LLC (Torrance CA)

CA

07/21/2014 - 12/02/2014

EDWARD JONES (LAGUNA BEACH CA)

CA

10/19/2012 - 09/27/2013

MORGAN STANLEY (IRVINE CA)

CA

10/01/2012 - 10/22/2012

J.P. MORGAN SECURITIES LLC (IRVINE CA)

CA

09/14/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (IRVINE CA)

CA

09/21/2007 - 09/09/2010

EDWARD JONES (LAKE FOREST CA)

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Licenses & Designations

BC

Issued 10/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/16/2022

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Steve Sung. Review regulatory record here.
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