Equitas Capital Advisors
46yrs
Top advisor by experience in New Orleans
8yrs
Patrick Steen
Financial advisor at J.P. Morgan Securities
Patrick Steen has worked in the financial industry for 8 years and is a fiduciary financial advisor based in New Orleans, Louisiana. Patrick has been with J.P. Morgan Securities since 2021; before that, Patrick spent three 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 676 advisors with offices in New Orleans, and one of 608 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office201 Saint Charles Ave Floor 28, New Orleans, LA 70170
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
- 2018 – 2021Edward JonesPreviously
Contact Patrick
Local office(504) 623-1563Ask for Patrick. (800) 999-2000Main office · New York, NY 201 Saint Charles Ave Floor 28New Orleans, LA 70170Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Patrick’s local office at (504) 623-1563 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Patrick Steen.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Patrick 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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