David G. Steele

David Steele

Executive Director

With 22 years of financial services industry experience, David is a Financial Advisor at J.P. Morgan Securities. He primarily works to provide wealth management strategies to high net worth individuals, corporate executives, retirees, small business owners and foundations. Prior to joining the firm in 1997, he was an investment advisor at H.J. Meyers and Co.

David earned a B.B.A. in Business Administration from Temple University and an M.A. in English from San Francisco State University. Outside of the office, he sits on the board of ArtSpan, a non-profit committed to building a community by connecting the public to visual arts in the Bay Area.

Phone:     (415) 772.3171
Email:       david.steele@jpmorgan.com

Registered States:  AZ, CA, CO, CT, DC, FL, GE, HI, IL, IN, ME, MD,MA, MI, MN, NV, NJ,NM, NY, NC, OK, OR, PA, SC, TX, UT, VA, WA

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