Steven Shipley (CRD# 7885544) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tempe , AZ and has 1 year of experience in the finance industry.
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
CRD# 4060469
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Tempe, AZ | Mar 2024 - Current | < 1 |
| Tradeline Club | Erie, PA | Mar 2023 - Feb 2024 | < 1 |
| Tradeline Supply | Scottsdale, AZ | Mar 2023 - Feb 2024 | < 1 |
| Bww Law Group, LLC | Rockville, MD | Sep 2015 - Feb 2024 | 8 |
| Boost Credit 101 | Nottingham, MD | Jan 2016 - Dec 2017 | 1 |
| Silver Bullet Consulting Llc (contractor) | Nottingham, MD | Nov 2015 - Dec 2017 | 2 |
| Superior Tradelines | Nottingham, MD | Jan 2016 - Dec 2016 | < 1 |
| Stern & Eisenburg Mid-atlantic | Rosedale, MD | May 2015 - Sep 2015 | < 1 |
| Butler & Hosch | Rosedale, MD | Feb 2015 - May 2015 | < 1 |
| Morris|schneider|wittstadt | Baltimore, MD | Jun 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- AZ
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.