William Blair & Company
47yrs
Top advisor by experience in Illinois
12yrs
Stephen McLean
Financial advisor at J.P. Morgan Securities
Based in Chicago, Illinois, Stephen McLean is a fiduciary financial advisor with 12 years of industry experience. Stephen joined J.P. Morgan Securities in 2019, after a year at Fidelity Personal and Workplace Advisors and two years at Strategic Advisers. Stephen holds the CFP® designation.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 59% of advisors at J.P. Morgan Securities
Office2377 N Lincoln Ave, Suite A1-100, Chicago, IL 60614
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowJ.P. Morgan Securities LLCCurrent firm
- Jul 2018 – Feb 2019Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2018Strategic Advisers LLCPreviously
Contact Stephen
(800) 999-2000Firm headquarters in New York, NY. Ask for Stephen. 2377 N Lincoln Ave, Suite A1-100Chicago, IL 60614Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Stephen
Tailored to Stephen’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 Stephen
How do I contact Stephen?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Stephen McLean. Stephen works from the Chicago, IL office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2014, about 12 years. More experience than 59% of advisors at J.P. Morgan Securities.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Stephen 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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