Raymond James & Associates
46yrs
Top advisor by experience in St. Louis
18yrs
Caleb Stear
Financial advisor at J.P. Morgan Securities
Based in St. Louis, Missouri, Caleb Stear is a fiduciary financial advisor with 18 years of industry experience. Caleb joined J.P. Morgan Securities in 2021, after four years at Merrill and two years at Edward Jones. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 24% by experience at J.P. Morgan Securities
Office7315 S Lindbergh Blvd, St. Louis, MO 63125
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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
- 2021 – nowJ.P. Morgan Securities LLCCurrent firm
- 2016 – 2021MerrillPreviously
- 2014 – 2016Edward JonesPreviously
- Oct 2013 – Aug 2014J.P. Morgan Securities LLCPreviously
- Oct 2012 – Oct 2012J.P. Morgan Securities LLCPreviously
- 2010 – 2012Chase Investment Services Corp.Previously
- Sep 2008 – Apr 2010Stifel, Nicolaus & Company, IncorporatedPreviously
- Jun 2008 – Sep 2008Wells Fargo Clearing Services, LLCPreviously
Contact Caleb
(800) 999-2000Firm headquarters in New York, NY. Ask for Caleb. 7315 S Lindbergh BlvdSt. Louis, MO 63125Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- 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 Caleb
How do I contact Caleb?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Caleb Stear. Caleb works from the St. Louis, MO office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2008, about 18 years. Top 24% by experience at J.P. Morgan Securities.
What licenses does Caleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Caleb 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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