Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lockwood Johnson is a financial professional with over 12 years of experience in the industry. Steven is a registered representative with J.P. Morgan Securities LLC and is currently licensed to provide investment advice in the state of Ohio. Steven's previous experience includes positions with UBS Financial Services Inc., Chase Investment Services Corp., and J.P. Morgan Securities LLC. Steven holds a Series 7, Series 24, Series 66, Series 99TO and SIE license. Steven specializes in providing financial advice to individuals, high-net-worth individuals, corporations and businesses, charitable organizations, pension and profit sharing plans, and insurance companies.
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
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2
OH
07/16/2024 - Present
J.p. Morgan Securities LLC (COLUMBUS OH)
NY
10/01/2012 - 04/08/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/02/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
01/28/2010 - 06/11/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 03/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/15/2024
Series 99TO - Operations Professional Examination
BC
Issued 06/28/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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