Skip To Main Content
J.P. Morgan Wealth Management LogoSign in
Headshot of Steven Shields, a wealth advisor at Chase

Steven Shields,

Executive Director Private Client Advisor
27752 Vista Del Lago, Floor 01Mission Viejo, CA 92692
949-837-3922
steven.d.shields@jpmorgan.com
Work 1:1 with StevenSee office details

Awards and industry recognition

  • Forbes

    Top Wealth Advisors Best-In State

    2026

About Steven

Work 1:1 with Steven
Image of a Financial Advisor sharing guidance to a customer via a laptop.

Plan for the future

Learn more

Market insights

Discover how our industry strategists analyze the trends shaping today's market. Partner with a J.P. Morgan Private Client Advisor for deeper insights and informed decision-making.

Explore market insights
The Know Content logo

Top Market Takeaways

Headshot of J.P. Morgan Asset Management Chairman Michael Cembalest

Eye on the Market

Image of two people together on the couch

Events and webinars