Financial Freedom House
45yrs
Top advisor by experience in Waterford
4yrs
Robert Steele
Financial advisor at J.P. Morgan Securities
Robert Steele is a fiduciary financial advisor in Waterford, Michigan, with 4 years in the industry. Robert joined J.P. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 27 advisors with offices in Waterford, and one of 23 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office7007 Highland Road, Waterford, MI 48327
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.
Career
- Jul 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Robert
(800) 999-2000Firm headquarters in New York, NY. Ask for Robert. 7007 Highland RoadWaterford, MI 48327Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Robert Steele. Robert works from the Waterford, MI office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Robert 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.
Other advisors nearby
Lincoln Investment
42yrs
Top 2% by experience nationwide
Z Advisory Innovations
36yrs
Top 7% by experience nationwide
Strategic Advisers
31yrs
Top 3% by experience at Strategic Advisers
Financial Freedom House
29yrs
Top 18% by experience nationwide
Financial Freedom House
27yrs
Top 22% by experience in Waterford