Craig Steury
Craig Steury is a registered investment advisor at J.P. Morgan Securities LLC, based in Houston, TX, with 14 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
712 Main St, Floor 5, Houston, TX, 77002
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2022Other Business Activities
Craig is an owner/partner in Steury Trevino Management LLC, a real estate venture owned with his wife to manage and pay expenses for remodeling a residential property for his father. He dedicates minimal time to this activity, which is unrelated to his JPMC role.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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