Steven McClellan
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven McClellan is an investment adviser representative with J.p. Morgan Securities LLC in Atlanta, GA, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Georgia and Texas.
Office
Advisors at this office: 60
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jpmorgan Chase BANK, N.A.Sep 2025 – no end date reportedAtlanta, GA
- J.p. Morgan Securities LLCSep 2025 – no end date reportedAtlanta, GA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 – Oct 2025Atlanta, GA
- Bank of AmericaMay 2022 – Oct 2025Atlanta, GA
- Lazy DogAug 2022 – Oct 2023Atlanta, GA
- T-MobileNov 2021 – May 2022atlanta, GA
- Overtime Elite LLCOct 2021 – Mar 2022Atlanta, GA
- Atlanta Hawks BB ClubAug 2019 – Oct 2021Atlanta, GA
- AtntJan 2018 – Jul 2019Anaheim, CA
- Amazon/Golden State FC LLCNov 2017 – Jan 2018Buena Park, CA
- Student Financial Asst CenterSep 2017 – Nov 2017Santa Ana, CA
- PrestigeMay 2017 – Aug 2017Sacramento, CA
- LyftJan 2016 – Aug 2017Sacramento, CA
- Allsource PPS IncNov 2016 – Apr 2017Fairfield, CA
- MercorSep 2026 – no end date reportedSan Francisco, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven McClellan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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