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Steven Semple

National Director of Practice Management

Steven Semple is the National Director of Practice Management at Key Investment Services, where they focus on empowering teams to assist clients in achieving their financial goals through a goals-based planning approach. With over 30 years of experience in the financial industry, they previously served as Managing Director and Head of CWM Investments and Advice at JPMorgan Chase Bank from 2020 to 2024, and as Executive Director there from 2002 to 2020. Steven earned a BS in Finance from Central Connecticut State University and holds the CIMA® and CFP® designations, alongside various financial licenses.

Location

Morristown, United States

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