David Stecker, Cfp®
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David Stecker, Cfp® Email & Phone Number

Executive Director | Wealth Advisor @ J. P. Morgan Wealth Management at J.P. Morgan
Location: New York City Metropolitan Area, United States 3 work roles 1 school
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Role
Executive Director | Wealth Advisor @ J. P. Morgan Wealth Management
Location
New York City Metropolitan Area, United States
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Who is David Stecker, Cfp®? Overview

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David Stecker, Cfp® is listed as Executive Director | Wealth Advisor @ J. P. Morgan Wealth Management at J.P. Morgan, a with 59438 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for David Stecker, Cfp®.

David Stecker, Cfp® previously worked as Executive Director | Wealth Advisor at J.P. Morgan and SVP _ Wealth Manager CFP® _ First Republic Bank at First Republic Bank. David Stecker, Cfp® holds Bachelor'S Degree - Cum Laude, Finance, General from Zicklin School Of Business.

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J.P. Morgan

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About David Stecker, Cfp®

I bring over 25 years of advisory experience to a loyal clientele that spans generations of successful families, guiding them through a wide range of issues, including tax and estate planning, portfolio construction and risk management.Prioritizing care and consideration, supported by extensive knowledge of comprehensive planning and capital markets, is at the heart of my customized approach. Having earned the CERTIFIED FINANCIAL PLANNERTM designation from New York University, I strive to be considered a sounding board for many of clients' complex challenges.Listening to the nuances of each individualized scenario and exploring topics that may be sensitive and difficult to discuss is a key differentiator. Being viewed as a trusted partner along my client's wealth journey provides me with a tremendous sense of professional purpose and pride. Before joining J.P. Morgan via First Republic Private Wealth Management, I spent 20 years as a Senior Wealth Advisor at Citigroup in New York City, graduating with honors from the Zicklin School of Business at Baruch College with a B.S. in Finance.

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David Stecker, Cfp®'s current company

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J.P. Morgan
J.P. Morgan
Executive Director | Wealth Advisor @ J. P. Morgan Wealth Management
new york, new york, united states
Website
Employees
59438
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3 roles

David Stecker, Cfp® work experience

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Executive Director | Wealth Advisor

Current

Boca Raton, Florida, United States

Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency… Show more Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin © 2024 JPMorgan Chase & Co. All rights reserved Show less

Jul 2023 - Present

Svp _ Wealth Manager Cfp® _ First Republic Bank

Boca Raton

Mar 2021 - Jul 2023

Vice President - Senior Wealth Advisor Cfp(R)

New York, New York

Aug 2000 - Mar 2021
Team & coworkers

Colleagues at J.P. Morgan

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1 education record

David Stecker, Cfp® education

FAQ

Frequently asked questions about David Stecker, Cfp®

Quick answers generated from the profile data available on this page.

What company does David Stecker, Cfp® work for?

David Stecker, Cfp® works for J.P. Morgan.

What is David Stecker, Cfp®'s role at J.P. Morgan?

David Stecker, Cfp® is listed as Executive Director | Wealth Advisor @ J. P. Morgan Wealth Management at J.P. Morgan.

Where is David Stecker, Cfp® based?

David Stecker, Cfp® is based in New York City Metropolitan Area, United States while working with J.P. Morgan.

What companies has David Stecker, Cfp® worked for?

David Stecker, Cfp® has worked for J.P. Morgan, First Republic Bank, and Citi.

Who are David Stecker, Cfp®'s colleagues at J.P. Morgan?

David Stecker, Cfp®'s colleagues at J.P. Morgan include Bhavesh Rathod, R D, Cheuk Hei Terence Yip, Christopher Cohane, and Nicole Battles.

How can I contact David Stecker, Cfp®?

You can use AeroLeads to view verified contact signals for David Stecker, Cfp® at J.P. Morgan, including work email, phone, and LinkedIn data when available.

What schools did David Stecker, Cfp® attend?

David Stecker, Cfp® holds Bachelor'S Degree - Cum Laude, Finance, General from Zicklin School Of Business.

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