Registered Representative — J.P. Morgan Securities LLC
Stephan M. House is a registered representative with J.P. Morgan Securities LLC, based in Allen, TX. He provides tailored investment guidance and retirement planning rooted in disciplined risk management and a focus on client outcomes. Stephan combines institutional resources with personalized advisory to help clients make clear, actionable financial decisions.
Firm: J.P. Morgan Securities LLC — Registered since August 2025.
Office: 908 W. McDermott Drive, Allen, TX 75013.
CRD #: 6122376
Stephan emphasizes clarity, compliance, and client education. His background includes experience at TIAA-CREF, TD Ameritrade, Fidelity, and other advisory platforms — enabling him to blend retail advisory experience with institutional-grade resources.
There are no disclosure events reported on his BrokerCheck profile as of his most recent filing. For verification, please review his FINRA BrokerCheck profile linked above.
Registered Representative (B) — approved 08/13/2025
Investment Adviser Representative (IA) — approved 08/12/2025
Customized portfolio construction, rebalancing, and ongoing monitoring tailored to each client's risk profile.
Goal-driven planning to create sustainable retirement income and legacy strategies.
Objective guidance on individual securities, mutual funds, and model portfolio solutions.
Office / Firm: J.P. Morgan Securities LLC
Branch: 908 W. McDermott Drive, Allen, TX 75013
Phone: +1 (548) 326 0003
Email:
Stephanmarcushouseservices@gmail.com
Instagram:
@Stephanhousetrades
