Jonathan E. Steele, CFA®

Jonathan Steele

Vice President

A 17 year veteran of the firm, Jonathan is a Financial Advisor who provides wealth management services to high net worth individuals, corporate executives, retirees, small business owners and foundations.

Jonathan is a Chartered Financial Analyst (CFA®) and a member of the CFA Institute in San Francisco. Originally a Philadelphia native, he earned a B.B.A. in Economics from Temple University. Jonathan and his wife live in San Francisco.

Phone:       (415) 772-3055

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

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