Morgan Stanley
47yrs
Top advisor by experience in New York
36yrs
Steven Grill
Financial advisor at J.P. Morgan Securities
Based in New York, New York, Steven Grill is a fiduciary financial advisor with 36 years of industry experience. Steven joined J.P. Morgan Securities in 2020, after four years at Raymond James & Associates and seven years at Deutsche Bank Securities. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 1% by experience at J.P. Morgan Securities
Office277 Park Avenue 2nd & 3rd Floor, New York, NY 10172
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowJ.P. Morgan Securities LLCCurrent firm
- 2016 – 2020Raymond James & Associates, Inc.Previously
- 2009 – 2016Deutsche Bank Securities Inc.Previously
- Jun 2009 – Jul 2009Morgan StanleyPreviously
- Jan 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 1993 – 2002MerrillPreviously
Contact Steven
(800) 999-2000J.P. Morgan Securities main office 277 Park Avenue 2nd & 3rd FloorNew York, NY 10172Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Steven Grill. Steven works from the New York, NY office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1990, about 36 years. Top 1% by experience at J.P. Morgan Securities.
What licenses does Steven hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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