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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

Steven David Lehrer

Advisor at J.P. MORGAN SECURITIES LLC

WINTER SPRINGS, FL

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Search this name across graphsid dfx:ria:86148183-4b98-bedc-51bf-9471cd4ad41e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 21, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 21, 2006
First registration: Jan 3, 2007
Dual registered: yes, broker-dealer
Other names: STEVEN DAVID LEHRER|STEVEN DAVID LEHRER|STEVEN D LEHRER
IAPD individual key: 5206781

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Aug 26, 2020	n/a	yes	WINTER SPRINGS, FL	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 19, 2014	Sep 3, 2020	no	ORLANDO, FL\|JACKSONVILLE, FL\|ORLANDO, FL\|ORLANDO, FL\|ORLANDO, FL\|ORLANDO, FL\|ORLANDO, FL\|WINDERMERE, FL\|ORLANDO, FL\|ORLANDO, FL\|ORLANDO, FL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Sep 10, 2014	no	ORLANDO, FL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 23, 2012	Oct 1, 2012	no	ORLANDO, FL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 17, 2011	Jun 18, 2012	no	ORLANDO, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Nov 18, 2010	Sep 27, 2011	no	ORLANDO, FL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 17, 2007	Oct 14, 2010	no	ORLANDO, FL\|Maitland, FL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 3, 2007	Oct 30, 2007	no	ORLANDO, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Sep 3, 2020	Aug 26, 2020	-8	Firm change	Wirehouse to wirehouse
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 10, 2014	Sep 19, 2014	9	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CHASE INVESTMENT SERVICES CORP.	Jun 18, 2012	Jul 23, 2012	35	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Sep 27, 2011	Oct 17, 2011	20	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	SUNTRUST INVESTMENT SERVICES, INC.	Oct 14, 2010	Nov 18, 2010	35	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:79:FL:2020-08-17	Sep 3, 2020	Aug 26, 2020	ORLANDO, FL	Firm change

Relationships

Registered with (5)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Sep 10, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 19, 2014 to Sep 3, 2020factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 23, 2012 to Oct 1, 2012factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 17, 2011 to Jun 18, 2012factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 18, 2010 to Sep 27, 2011factForm ADV

Dated events

No dated event names this entity yet.