Jonathan E. Steele, CFA®
Jonathan Steele is a Vice President and Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan. Jonathan is a CFA® charterholder and is a member of the CFA Institute. Jonathan spearheads investment research and implementation efforts at the Steele Group and shares many relationship management duties along with David Steele, Executive Director and Alex Schmitz, Financial Advisor.
Jonathan is a devoted student of financial markets and portfolio management focusing his time on the analysis of investing and finance, including behavioral finance. In addition to utilizing the resources of J.P. Morgan to continually expand his knowledge base, he also leverages independent and public research outlets to maintain an unbiased, broad perspective. He applies this information to help clients take seemingly abstract, constantly evolving goals and place financial terms and attributes around them. By doing so, he believes clients get the benefit of everything the group has to offer.
Jonathan has more than 17 years of experience in financial services and has been with J.P. Morgan for his entire career. Prior to J.P. Morgan, Jonathan pursued a career as a chef.
Jonathan graduated with a B.B.A. degree in Economics from Temple University. An active cyclist, he lives in San Francisco with his wife and enjoys cooking and music. Given his passion for music, he sits on the board of a group devoted to teaching marching percussion in the greater Silicon Valley area.
Registered States: AZ, CA, CO, CT, DC, FL, GE, HI, IL, IN,IA, ME, MD, MA, MI, MN,MS, MO, NV, NJ,NM, NY, NC, OR, PA, SC, TX, UT, VA, WA, WY
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