# Steven Soja

Steven Soja is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with J.P. MORGAN SECURITIES LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2023-11-20 | present | Yes |
| [J.P. MORGAN PRIVATE WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/108559) | 2015-12-07 | 2025-03-19 | — |
| [CREDIT SUISSE SECURITIES (USA) LLC](https://search.stillhousedata.com/firm/816) | 2006-06-22 | 2015-12-21 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2003-11-14 | 2006-06-22 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2001-05-15 | 2003-12-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1695711)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1695711.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.