Andrew Feit, Cfp®, Aif® Email & Phone Number

New York, Ny, Us

If you would like to connect, please do so at andrew.feit@jpmorgan.comElectronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved

New York, Ny, Us

Boston, Ma, Us

Executed day-to-day customer services and operations via phone and front deskIndividually responsible for computing and analyzing client’s weighted average expense ratios for all branch advisorsObtained critical knowledge in the financial planning industry assisting in over 50 client-advisor appointmentsParticipated in weekly meetings to learn about proprietary offerings to implement into client portfolios

St Louis, Missouri, Us

Collaborated with four client services managers overseeing $250 MM in assets under managementPerformed due diligence on all non-recommended holdings for each client’s portfolio Made outbound phone calls to clients following up with their annual reviewAttended weekly company training sessions becoming more familiar and efficient with company software