Robert Steele

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 11/2017
  The Huntington Investment Company
  Sterling Heights, MI
• 01/2012 → 11/2017
  Huntington National Bank
  Sterling Heights, MI
• 08/2021 → 08/2022
  Cornerstone Community Financial Cu
  Auburn Hills, MI
• 10/2018 → 06/2020
  Milijoco Corporation
  Mt. Clements, MI
• 12/2017 → 09/2018
  Unemployed
  Auburn Hills, MI
• 07/2020 → 07/2021
  Unemployed
  Auburn Hills, MI
• 08/2022 → Present
  Jp Morgan Chase Bank, N.A.
  Huntington Woods, MI
• 08/2022 → Present
  Jp Morgan Securities, Llc
  Huntington Woods, MI

Exams

• S66 Uniform Combined State Law Examination
  2026-07-10
• S63 Uniform Securities Agent State Law Examination
  2022-11-08

Other Names

• Rob Steele
• Robert K Steele
• Robert Steele
• Robert Kenneth Steele
• Robert Kenneth Steele