RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
2yrs
Jonathan Stiever
Financial advisor at J.P. Morgan Securities
Jonathan Stiever is a fiduciary financial advisor in Milwaukee, Wisconsin, with 2 years in the industry. Jonathan joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office111 E Wisconsin Ave Floor 22, Milwaukee, WI 53202
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
- Feb 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Jonathan
Local office(414) 977-2029Ask for Jonathan. (800) 999-2000Main office · New York, NY 111 E Wisconsin Ave Floor 22Milwaukee, WI 53202Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (414) 977-2029 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Jonathan Stiever.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jonathan 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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