Andy Rubio, Wmcp® Crpc™

Andy Rubio, Wmcp® Crpc™ Email and Phone Number

Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management @ J.P. Morgan
Andy Rubio, Wmcp® Crpc™'s Location
New Hyde Park, New York, United States, United States
Andy Rubio, Wmcp® Crpc™'s Contact Details

Andy Rubio, Wmcp® Crpc™ work email

Andy Rubio, Wmcp® Crpc™ personal email

n/a
About Andy Rubio, Wmcp® Crpc™

I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management.As a Private Client Advisor, I help clients and their families plan and invest toward their goals.I have nearly 14 years of experience in financial services. Prior to this role, Iwas a Financial Solutions Advisor at Merrill Lynch. I rejoined J.P. Morgan in 2022. I hold the required FINRA Series 7, 63, & 66, and life & health insurance licenses.I graduated from Hult International Business School with an MBA degree. I am locatedin New Hyde Park, NY and Hempstead, NY.In my free time I enjoy playing soccer with my family or cooking typical Ecuadorian dishes.I can help with your many financial needs by creating a strategy toward your financial goals, checking in on your investment portfolio, and managing through your life changes.

Andy Rubio, Wmcp® Crpc™'s Current Company Details
J.P. Morgan

J.P. Morgan

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Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management
Andy Rubio, Wmcp® Crpc™ Work Experience Details
  • J.P. Morgan
    Private Client Advisor
    J.P. Morgan May 2022 - Present
    New York, Ny, Us
    Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages ThatRequire Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investmentproducts and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investmentadviser, 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 andJPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not availablein all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANYFEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electroniccommunications. 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 maynot be suitable for all investors, nor should it be relied upon as investment advice, guidance or arecommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders viaLinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for thirdparty posted content. Experience, skills or posts are not indications of future results. Additional importantinformation:https://www.chase.com/personal/investments/important-information-linkedin© 2024 JPMorgan Chase & Co. All rights reserved
  • Bank Of America Merrill Lynch
    Avp, Financial Solutions Advisor
    Bank Of America Merrill Lynch Sep 2020 - Jun 2022
    Charlotte, Nc, Us
  • Bank Of America Merrill Lynch
    Financial Advisor
    Bank Of America Merrill Lynch Oct 2019 - Sep 2020
    Charlotte, Nc, Us
  • New York Life Insurance Company
    Financial Services Professional
    New York Life Insurance Company Sep 2018 - Oct 2019
    New York, New York, Us
  • Hsbc
    Branch Relationship Banker
    Hsbc Jun 2016 - Sep 2018
    London, Gb
  • Jpmorgan Chase & Co.
    Relationship Banker- Small Business Specialist/ Manager On Duty
    Jpmorgan Chase & Co. Feb 2015 - Jun 2016
    New York, Ny, Us
  • Jpmorgan Chase & Co.
    Personal Banker- Small Business Specialist
    Jpmorgan Chase & Co. Jul 2011 - Feb 2015
    New York, Ny, Us
  • Jpmorgan Chase & Co.
    Bank Teller
    Jpmorgan Chase & Co. Jan 2010 - Jul 2011
    New York, Ny, Us

Andy Rubio, Wmcp® Crpc™ Skills

Team Building Financial Strategies Client Relationship Building Leadership Development Client Account Management Goal Based Wealth Management Client Support And Service Client Satisfaction

Andy Rubio, Wmcp® Crpc™ Education Details

  • Hult International Business School
    Hult International Business School
    Project Management
  • Queens College
    Queens College
    Economics

Frequently Asked Questions about Andy Rubio, Wmcp® Crpc™

What company does Andy Rubio, Wmcp® Crpc™ work for?

Andy Rubio, Wmcp® Crpc™ works for J.p. Morgan

What is Andy Rubio, Wmcp® Crpc™'s role at the current company?

Andy Rubio, Wmcp® Crpc™'s current role is Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management.

What is Andy Rubio, Wmcp® Crpc™'s email address?

Andy Rubio, Wmcp® Crpc™'s email address is an****@****ase.com

What schools did Andy Rubio, Wmcp® Crpc™ attend?

Andy Rubio, Wmcp® Crpc™ attended Hult International Business School, Queens College.

What skills is Andy Rubio, Wmcp® Crpc™ known for?

Andy Rubio, Wmcp® Crpc™ has skills like Team Building, Financial Strategies, Client Relationship Building, Leadership Development, Client Account Management, Goal Based Wealth Management, Client Support And Service, Client Satisfaction.

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