Jay Steele Email & Phone Number

As President of Steele Partners, Jay brings to his clients over 20 years of extensive knowledge and experience in the financial markets and an understanding of how to help his clients benefit more from their investments. Supported by Kovack Securities, Inc.: member FINRA/SIPC & Pershing LLC, member FINRA NYSE SIPC a leading clearing agent, Jay and his staff are backed by some of the highest standards and personalized service in the Financial Services Industry. Prior to starting his own firm, Jay had been a Financial Consultant with Lehman Brothers, Inc., Oppenheimer & Co., and Paine Webber, Inc. Jay started his career in the capital markets division of Drexel Burnham Lambert in 1985. Jay has a background in Trading, Technical Analysis, and a profound belief in the attributes of contrary investing techniques as well as many unconventional technical analysis approaches aimed at minimizing risk and maximizing returns.Currently Jay specializes in managing Retirement Portfolios for High Net worth Families & Information Systems Executives around the country emphasizing strict Fundamental as well as Propriatary Technical Analysis. Using his various proprietary trading techniques coupled with professionally managed Equity and fixed income funds, Jay is able to actively participate in the specific financial needs of his clients' short and long term financial goals. Among Jay's many accomplishments are his registrations with the Financial Industry Regulatory Authority (FINRA). He is registered with the FINRA as a series 7 securities broker, series 24 manager, and series 65 Investment Advisor Representative. In summation, Jays thorough knowledge of the financial markets coupled with his techniques and extensive experience enables him to fully assist his clients in a competitive, innovative, and turbulent market environment.Specialties: 401K Rollovers, Municipal Bond Funds. Technology Investing. Market Timing.

Listed skills include Sarbanes Oxley Act, Tax Returns, Tax Law, Auditing, and 7 others.

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  University Of Miami