Steven Crate

Steven Crate: Email & Phone Number

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Vice President Banker at J.P. Morgan Private Bank|Dallas, Texas, United States

Position:

Vice President Banker at J.P. Morgan Private Bank

Location:

Dallas, Texas, United States

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Last updated: 2026-02-21
Updated: 2026-02-21

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Work Experience 17 years

Vice President Banker at J.P. Morgan Private Bank

Sep 2025 - Current

Senior Financial Advisor at Merrill Lynch

Dec 2017 - Sep 2025

Financial Advisor at Morgan Keegan / Raymond James

Jun 2009 - Nov 2017

Steven Crate started working in 2009, then the employee has changed 2 companies and 2 jobs. On average, Steven Crate works for one company for 5 years 8 months.

Their professional focus is College Education Planning, Customized Wealth Planning, and Family Wealth Management Strategy across 3 core areas.

Education

Bachelor's Degree at Southern Methodist University

Frequently Asked Questions

What is Steven Crate's email address?

SignalHire found a verified business email address for Steven Crate: s**********e@privatebank.jpmorgan.com.

What is Steven Crate's phone number?

SignalHire found a verified phone number for Steven Crate: +1-***-***-9713.

How do I contact Steven Crate at J.P. Morgan Private Bank?

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What is Steven Crate's professional background?

Steven Crate has 17 years of professional experience. They have held roles including Senior Financial Advisor, and Financial Advisor at companies such as Merrill Lynch, and Morgan Keegan / Raymond James. Their education includes Bachelor's Degree from Southern Methodist University.

Is Steven Crate's contact information up to date?

Yes. Steven Crate's SignalHire profile was last updated on 21 February 2026, reflecting their current position as Vice President Banker at J.P. Morgan Private Bank.

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