J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
25yrs
Steve Ching
Financial advisor at Cresset Asset Management
Based in San Francisco, California, Steve Ching is a fiduciary financial advisor with 25 years of industry experience. Steve has been with Cresset Asset Management since 2024; before that, Steve spent less than a year at J.P. Morgan Securities and nine years at J.P. Morgan Private Wealth Advisors. Cresset Asset Management offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?Top 23% by experience at Cresset Asset Management
Office101 California Street Suite 4200, San Francisco, CA 94111
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$14.7 million
Advisors at the firm211
States licensed ?1 state
Services through Cresset Asset Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2024 – nowCresset Asset Management, LLCCurrent firm
- Mar 2024 – May 2024J.P. Morgan Securities LLCPreviously
- 2015 – 2024J.P. Morgan Private Wealth Advisors LLCPreviously
- 2008 – 2015Credit Suisse Securities (usa) LLCPreviously
- Mar 2008 – Oct 2008Lehman Brothers Inc.Previously
Contact Steve
Local office(415) 949-2014Ask for Steve. (312) 429-2400Main office · Chicago, IL 101 California Street Suite 4200San Francisco, CA 94111Office · Get directions
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Questions to ask Steve
Tailored to Steve’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Steve
How do I contact Steve?
Call Steve’s local office at (415) 949-2014 or the Cresset Asset Management main office at (312) 429-2400, and ask for Steve Ching.
How long has Steve been a financial advisor?
Steve has been in the industry since 2002, about 25 years. Top 23% by experience at Cresset Asset Management.
What licenses does Steve hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Steve a fiduciary?
Steve is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steve paid?
Cresset Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Steve 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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