The Steele Group

J.P. Morgan Securities
560 Mission Street
Suite 2400
San Francisco, CA 94105
Toll free: 800-688-2327

 

Welcome

David Steele began his career on Wall Street in 1990. Seven years later, he was joined by his brother, Jonathan Steele, and they formed The Steele Group. David and Jonathan believe that working together as a team, rather than as individuals, allows them to provide their clients with comprehensive wealth management services which include the integration of estate planning, tax planning and, and investment management.

Our Team

Understanding that clients have unique needs, The Steele Group believes in taking a comprehensive view of each client’s financial picture to gain a holistic understanding of the client’s current situation, long and short-term objectives and lifestyle choices. Using this information, they then work to develop and implement an appropriate wealth management strategy that corresponds with the intended goals. While David focuses on incorporating estate and tax strategies into each client’s wealth management plan, Jonathan focuses on asset allocation and investment management. Alex Schmitz and Kevin Cohen provide support to both David and Jonathan in all areas of their clients’ needs.

Biographies
About J.P. Morgan Securities

J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. (“JPMS”), member FINRA, NYSE and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

Investment products: Not FDIC insured · No bank guarantee · May lose value
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