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Jason Steeno Email & Phone Number
President
at
CoreCap Advisors, LLC
1 work email found
@scottrade.com
4 phones found area 636 and 314
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Jason Steeno? Overview
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Quick answer
Jason Steeno is listed as President at CoreCap Advisors, LLC, based in Southfield, Michigan, United States. AeroLeads shows a work email signal at scottrade.com, phone signal with area code 636, 314, and a matched LinkedIn profile for Jason Steeno.
Jason Steeno previously worked as President at Corecap Investments, Llc and SVP Regal Securities, President Regal Advisory Services at Regal Securities, Inc.. Jason Steeno holds Bachelors, Marketing, Economics from University Of Wisconsin-Milwaukee.
Company email context
Email format at CoreCap Advisors, LLC
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{first_initial}{last}@scottrade.com
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AeroLeads found 1 current-domain work email signal for Jason Steeno. Compare company email patterns before reaching out.
Profile bio
About Jason Steeno
Proven ability to recruit, develop and lead top producing investment advisory teams. Deep expertise in talent acquisition strategy, team building, onboarding, sales training and sales leadership.
Listed skills include Performance Management, Sales Recruitment, Sales Management, Series 7, and 46 others.
Current workplace
Jason Steeno's current company
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10 roles
Jason Steeno work experience
A career timeline built from the work history available for this profile.
President
Current
Mar 2020 - Present
President
Current
Corecap Investments, Llc
Mar 2020 - Present
Svp Regal Securities, President Regal Advisory Services
Jul 2019 - Mar 2020
Vice President Guidance Solutions
Scottrade Investment Management
Led development, launch and ongoing management of Investment Advisory (RIA) capability nationwide, with $4.9B under management. Collaborated with executive leadership, IT, Compliance, Risk, Finance and Marketing.• Developed strategy, distribution, compliance procedures, operating procedures, incentive plans, risk measures, goals and targets, investment philosophy and team structure.• Delivered highly functioning sales team in 4 months growing team to 12 associates and ultimately expanded to 40 by 2Q 2016.• Selected for participation Scottrade’s Leadership Development Program aimed at VP level associates and above to develop bench strength for future enterprise level leadership roles. Worked with executive coach from July 2015 through August 2017 in conjunction with Leadership Development Program.• Achieved above target results each quarter since April 2014 achieving 1.5 times target in 3Q 2017.
Jul 2013 - Dec 2017
Regional Manager
Led $8.5B in AUM region with 35 associates, one of the largest TD Ameritrade regions in thecountry. Increased region’s gross asset results over 250%, Advisor Direct (client referrals toRIAs) business over 300% and Amerivest (ETF/MF asset allocation product) business over250% during tenure. Coached and developed entry level sales professionals to surpass quar-terly goals. Led multiple new product pilots within my region before they were rolled out na-tionally. During tenure, five Investment Consultants/Managers promoted to leadership posi-tions within the company. During tenure as Regional Manager, decreased employee attritionby over 300%.
Sep 2005 - Oct 2012
Branch Manager
Achieved Branch Manager of the year in 2004, leading Chicago branch to #1 in the country.Coached and developed reactive associates into proactive salespeople as the company transi-tioned to a business development focus.
Jun 2002 - Sep 2005
Investment Consultant
Led the Rolling Meadows branch in gross asset results for over 5 quarters. In top 25% of allCentral Division Investment Consultants in gross asset and advice sales.
Jan 1999 - Jun 2002
Team Leader
Sunstone Financial Services
Led an operations team in the processing of Mutual Fund applications, withdrawals and trans-fers. Moved into leadership position in first year at the firm.
Jan 1998 - Jan 1999
Sales Support / Training Coordinator
Apr 1997 - Jan 1998
2 education records
Jason Steeno education
Bachelors, Marketing, Economics
College Prep, College/University Preparatory And Advanced High School/Secondary Diploma Program
Niagara High School
FAQ
Frequently asked questions about Jason Steeno
Quick answers generated from the profile data available on this page.
What company does Jason Steeno work for?
Jason Steeno works for CoreCap Advisors, LLC.
What is Jason Steeno's role at CoreCap Advisors, LLC?
Jason Steeno is listed as President at CoreCap Advisors, LLC.
What is Jason Steeno's email address?
AeroLeads has found 1 work email signal at @scottrade.com for Jason Steeno at CoreCap Advisors, LLC.
What is Jason Steeno's phone number?
AeroLeads has found 4 phone signal(s) with area code 636, 314 for Jason Steeno at CoreCap Advisors, LLC.
Where is Jason Steeno based?
Jason Steeno is based in Southfield, Michigan, United States while working with CoreCap Advisors, LLC.
What companies has Jason Steeno worked for?
Jason Steeno has worked for Corecap Advisors, Llc, Corecap Investments, Llc, Regal Securities, Inc., Scottrade Investment Management, and Td Ameritrade.
How can I contact Jason Steeno?
You can use AeroLeads to view verified contact signals for Jason Steeno at CoreCap Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jason Steeno attend?
Jason Steeno holds Bachelors, Marketing, Economics from University Of Wisconsin-Milwaukee.
What skills is Jason Steeno known for?
Jason Steeno is listed with skills including Performance Management, Sales Recruitment, Sales Management, Series 7, Series 63, Securities, Investment Advisory, and Investments.
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