Merrill
46yrs
Top advisor by experience in Saint Petersburg
4yrs
Steven Flatley
Full name on record: Steven Patrick Flatley
Financial advisor at J.P. Morgan Securities
Based in Saint Petersburg, Florida, Steven Flatley is a fiduciary financial advisor with 4 years of industry experience. Steven has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1600 Central Ave, Saint Petersburg, FL 33712
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
- Apr 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Steven
Tailored to Steven’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 Steven
How do I contact Steven?
Call J.P. Morgan Securities at 800-999-2000 and ask for Steven Flatley. Steven works from the Saint Petersburg, FL office.
How long has Steven been a financial advisor?
Steven has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Steven hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Steven 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
Merrill
45yrs
Top 1% by experience in Saint Petersburg
MAC Investment Management
43yrs
Top 2% by experience in Saint Petersburg
Wells Fargo Advisors
41yrs
Top 2% by experience in Saint Petersburg
Merrill
38yrs
Top 3% by experience in Saint Petersburg
Raymond James Financial Services Advisors
37yrs
Top 3% by experience in Saint Petersburg