Steven TannSteven TannExecutive DirectorWealth Advisor
About Steven
Steven Tann is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. He helps create, implement and manage tailored portfolios for high-net-worth individuals, entertainment professionals, small business owners and retirees. Steven also advises technology-sector executives on various corporate, banking and lending services. He is particularly focused on financial planning, helping to ensure that his clients' assets are positioned to pursue long-term objectives. Steven is dedicated to maintaining strong relationships with his clients, and encourages regular communication, dictated by their needs and comfort level, to keep them informed about the process and steps involved in seeking to reach their goals.
Steven's investment management experience began as an intern at Bear Stearns while he was in college. He went on to build a successful 17-year career in television production and management, where he observed fellow industry executives who oftentimes lacked proper preparation for their long-term financial futures. Recognizing an opportunity to assist others in addressing this important need, Steven returned to the financial services industry to build a second career.
From 1984 to 1989, Steven was an Investment Associate with Bear Stearns. He then joined Triad Artists in 1989, and held senior executive positions at Spelling Television, Columbia TriStar Television, New Line Cinema and 3 Arts Entertainment from 1995 to 2005. He moved to ABC Studios as Head of Current Programming through 2008. Steven returned to financial services in 2010, joining Morgan Stanley as a Financial Advisor and moving to his current role at J.P. Morgan in 2012.
Growing up in the suburbs of Michigan and Southern Florida, Steven graduated from the University of Southern California, where he earned a B.S. in Business Administration. He lives in West Los Angeles with his two rescued Rottweilers, Ella and Hera. In his free time, Steven likes to golf, play tennis, ski and practice martial arts. He is active in his community, volunteering as a mentor to inner-city youth.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
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Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
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
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 NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor 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 NowTax 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