Steginsky Capital
45yrs
Top advisor by experience in Port Washington
28yrs
Based in Port Washington, New York, James Steck is a fiduciary financial advisor with 28 years of industry experience. James has been with J.P. Morgan Securities since 2012; before that, James spent three years at Chase Investment Services. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 35 advisors with offices in Port Washington, and one of 31 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 7% by experience at J.P. Morgan Securities
Office115 Main Street, Port Washington, NY 11050
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.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2010 – 2012Chase Investment Services Corp.Previously
Contact James
(800) 999-2000Firm headquarters in New York, NY. Ask for James. 115 Main StreetPort Washington, NY 11050Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask James
Tailored to James’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 James
How do I contact James?
Call J.P. Morgan Securities at (800) 999-2000 and ask for James Steck. James works from the Port Washington, NY office.
How long has James been a financial advisor?
James has been in the industry since 1999, about 28 years. Top 7% by experience at J.P. Morgan Securities.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask James 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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