Steven P. Lundquist
Professional summary
Steven P Lundquist, who also goes by Steven P Lundquist, Steven Paul Lundquist, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Columbus, Ohio.
Steven is registered as a RR (Registered Representative) and started their career in finance in 1990. Steven has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Steven P Lundquist's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2011 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 1111 Polaris Parkway, Columbus, OH 43240January 1, 2005 - January 3, 2011
JPMORGAN DISTRIBUTION SERVICES, INC.
November 1, 2002 - September 9, 2003
ROBERT FLEMING INC.
October 24, 2002 - November 10, 2009
J.P. MORGAN INVESTMENT MANAGEMENT INC.
January 8, 2002 - January 1, 2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
June 19, 1997 - November 27, 2001
WOODBURY FINANCIAL SERVICES, INC.
June 14, 1996 - July 11, 1997
FIDELITY DISTRIBUTORS COMPANY LLC
May 1, 1990 - June 10, 1996
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD#: 102920 / SEC#: 801-64031, 8-52182
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | STOCKHOLDER | |
| DONOHUE, JOHN THOMAS | DIRECTOR | 2372302 |
| HOFFMANN, JAMES ARTHUR | CHIEF ADMINISTRATIVE OFFICER | 1949574 |
| KLOZA, KEVIN | CHIEF COMPLIANCE OFFICER | 2188958 |
| LEKSTUTIS, CARMINE | CHIEF LEGAL OFFICER | 6990745 |
| LISHER, ANDREA | PRESIDENT AND DIRECTOR | 4493750 |
| MACHULSKI, MICHAEL RICHARD | DIRECTOR | 4726972 |
| SANZONE, JOSEPH FRANK | DIRECTOR | 6581797 |
| STRIFE, LOREN T | PRINCIPAL FINANCIAL AND OPERATIONS OFFICER | 5393453 |
Red Flags
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