Verified recordFinancial Services

Stephen Roh

Vice President - Investments, Private Client Advisor at J.P. Morgan

Based in Orange County, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Orange County

Industry

Financial Services

Company size

81K

Contact information

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Email

1 credit

s•••••••@jpmorgan.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Stephen Roh

Stephen Roh has over 10 years of experience in financial services. Prior to this role, he was a financial advisor at Edward Jones. Stephen joined J.P. Morgan in 2021. He holds required FINRA Series 7 & 66 as well as life & health insurance licenses. Stephen is married with 3 children. He enjoys watching and playing basketball. Stephen can help with your many financial needs, including: creating a strategy toward your financial goals, and managing through life changes.

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