James A. Steele, Jr.

James Steele, Jr. is a Senior Financial Advisor in the Boise, Idaho office. He is designated as an Investment Advisory® Program Portfolio Manager. 

James joined Merrill Lynch in 1993. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals. He helps clients implement customized investment strategies and he focuses on portfolio construction and retirement planning strategies. He is able to provide a wide array of financial or investment services including wealth management, retirement planning, college planning, and investment planning or portfolio development. He can offer estate planning services in coordination with their estate attorney. 

He graduated from the University of Idaho earning a Bachelor of Science degree in Business Finance. His Merrill Lynch career began in Seattle. He moved back to his hometown of Boise, ID in 1995 working as a financial advisor until 2001 when he was asked to serve as Resident Manager of the Idaho Falls Merrill Lynch office, a role he held for two years. He returned to Boise in 2003 to serve as the Resident Manager which he did until mid 2004. Again in 2010, James was asked to serve in a branch management role as the Resident Director of the Boise office which he did until July 2014. 

James Steele, Jr. is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. 

Clients have entrusted James with approximately $180 million in assets as of September 5, 2014. 


Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.

James Steele is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.

Contact James A. Steele, Jr.

Senior Financial Advisor Senior Vice President-Wealth Management
Merrill Lynch
225 N. 9th Street
Suite 700
Boise, Idaho  83702
Phone: (208) 338-3110


Service Area

Services provided in:
  • Ada County, Idaho

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