About Steven

Steven Stroud is a Wealth Advisor with J.P. Morgan Wealth Management. As a principal of Stroud Wealth Managers, he serves the investment needs of high-net-worth individuals, entrepreneurs and successful professionals, delivering investment strategies that address the totality of their financial scenarios.

Steven uses a forward-thinking and insight-driven approach to examine how all the elements of wealth management fit together. He is an answer seeker who leverages best practices and real-world strategies to integrate (identify) appropriate solutions. Steven understands the value of placing clients first and helps navigate challenges and opportunities. Adaptive by nature, he strives to connect on a genuine and personal level.

Having literally grown up in the business, Steven interned at Smith Barney while attending college. Upon graduation, he entered the UBS training program to build a foundation of advisory capabilities. In 2010, Steven officially partnered with his father to form their multi-generational practice. As a team, they moved to J.P. Morgan in 2017 and are backed by a financial powerhouse.

A 2006 graduate of Texas Christian University in Fort Worth, Steven holds a B.A. in Economics and Finance. While in school, he was selected as one of the top financial derivatives students and was nominated to compete for an internship with a hedge fund in Chicago, further driving his passion for financial markets. He is a dedicated alumnus and has maintained strong ties to the University. Steven sits on the board of the TCU Business network of Dallas; he is on the board of visitors for the AddRan College of Liberal Arts and is the past president of the TCU Dallas Young Alumni organization and is currently president of the 12,000-member Dallas Alumni Association, which supports a variety of social, cultural and athletic events.

In his free time, Steven enjoys spending time with his extended family and young nieces, and rarely turns down attending a sporting event. Having previously played guitar professionally on many stages and venues throughout Texas during the mid- 2000's, he maintains a passion for writing and playing music.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(214) 979-7736steven.a.stroud@jpmorgan.com