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 investment management.

Our Team

At its core, the word that describes the Steele Group’s cultural approach to clients is “understanding.' The entire team works relentlessly to understand the background of each client, how they want to take care of their parents and children, and how to best serve those financial needs. The members of the team are proud of their accomplishments after coming from modest beginnings, and in doing so developed a sophisticated business perspective that they can leverage on behalf of clients. By understanding each client’s background and reconciling it against the complexity of their current financial life, the team is able to communicate with clients in a way that resonates with their attitude toward wealth and their desire to have best practices applied across all of their financial interests.

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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.

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