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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now