Stephen Seo Email & Phone Number
Vice President Relationship Manager Private Client @ J.P. Morgan
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Stephen Seo Location
- Los Angeles, CA, US
Stephen Seo Work
- Vice President Relationship Manager Private Client @ (July 2026 - Present)
- Vice President - Financial Solutions Advisor @ (January 2021 - July 2026)
- Assistant Vice President -FSA @ (January 2017 - April 2021)
- Financial Advisor @ (July 2015 - November 2016)
- Investment Consultant @ (August 2006 - July 2015)
- Sales Manager @ E-Classified Conglomerate (August 1999 - March 2004)
- Instructor and Assistant Manager @ JAE LEE TAEKWONDO (January 1997 - June 1999)
Stephen Seo Education
- California State University-Fullerton
Bachelor of Arts (B.A.) (Business Administration and Management, General)
2005-2007 - Santa Monica College
A (Liberal )
2002-2005
Stephen Seo Skills
- Series 63
- Series 7
- Investments
- Sales
- Financial Analysis
- Finance
- Portfolio Management
- Retirement Planning
- Wealth Management
- Mutual Funds
- Sales Management
- Customer Service
- Microsoft Office
- Asset Management
- Credit
- FINRA
- series 66
- NMLS Licensed
- Financial Services
- Financial Planning
- Financial Advisory
- Securities
- Equities
- Financial Modeling
Stephen Seo Summary
- Stephen Seo, based in Los Angeles, CA, US, is currently a Vice President Relationship Manager Private Client at J.P. Morgan. Stephen Seo brings experience from previous roles at Merrill Lynch and Scottrade. Stephen Seo holds a 2005 - 2007 Bachelor of Arts (B.A.) in Business Administration and Management, General @ California State University-Fullerton. With a robust skill set that includes Series 63, Series 7, Investments, Sales, Financial Analysis and more. Stephen Seo has 5 emails and 3 mobile phone numbers on RocketReach.
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