J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
6yrs
Alex Scheel
Financial advisor at J.P. Morgan Securities
Alex Scheel has worked in the financial industry for 6 years and is a fiduciary financial advisor based in San Francisco, California. Alex has been with J.P. Morgan Securities since 2024; before that, Alex spent a year at Edward Jones and less than a year at Morgan Stanley. Alex holds the CFP® designation.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office560 Mission Street, San Francisco, CA 94105
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.
Series 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- Mar 2024 – Dec 2024Edward JonesPreviously
- Oct 2023 – Feb 2024Morgan StanleyPreviously
- 2020 – 2023J.P. Morgan Private Wealth Advisors LLCPreviously
Contact Alex
Local office(415) 315-8282Ask for Alex. (800) 999-2000Main office · New York, NY 560 Mission StreetSan Francisco, CA 94105Office · 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 Alex
Tailored to Alex’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 Alex
How do I contact Alex?
Call Alex’s local office at (415) 315-8282 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Alex Scheel.
How long has Alex been a financial advisor?
Alex has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Alex hold?
Series 66. Tap any license on this page to see what it allows.
Is Alex a fiduciary?
Alex is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alex paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Alex 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
Delta Investment Management
47yrs
Top advisor by experience at Delta Investment Management
UBS Financial Services
47yrs
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Top 1% by experience in San Francisco
Raymond James & Associates
47yrs
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Top 1% by experience in San Francisco