Anthony Mcgee
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Anthony Mcgee Email & Phone Number

Vice President of Investments, Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan
Location: Lake Forest, California, United States 3 work roles 1 school
1 work email found @jpmorgan.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email a****@jpmorgan.com
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Current company
J.P. Morgan
Role
Vice President of Investments, Private Client Advisor at J.P. Morgan Wealth Management
Location
Lake Forest, California, United States
Company size
59438 employees

Who is Anthony Mcgee? Overview

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Quick answer

Anthony Mcgee is listed as Vice President of Investments, Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan, a with 59438 employees, based in Lake Forest, California, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Anthony Mcgee.

Anthony Mcgee previously worked as Private Client Advisor at J.P. Morgan and Financial Advisor at J.P. Morgan. Anthony Mcgee holds Bachelor Of Science (B.S.), Business Administration, Management And Operations from California State Polytechnic University-Pomona.

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Email format at J.P. Morgan

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{first}.{last}@jpmorgan.com
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Profile bio

About Anthony Mcgee

Anthony McGee is a Vice President of Investments, Private Client Advisor with J.P. Morgan Wealth Management.He is driven by a passion to provide excellent customer service and to help clients reach their unique financial goals through thoughtful goals based analysis and investment management.In his role, Anthony works closely with individuals and their families to gain an understanding of their personal financial goals. Whether clients seek to finance a first or second residence, save for a child’s education, plan for retirement or pass wealth to the next generation, he reviews both sides of their balance sheet to consider their current and future objectives to deliver tailored wealth strategy solutions.Anthony joined J.P. Morgan in 2009. He has over a decade of experience in financial services and holds required FINRA Series 7, 66 and life & health insurance licenses. Anthony graduated from California State Polytechnic Pomona University. He currently lives in Lake Forest, California. In his free time, he enjoys golfing, playing basketball, coaching football, and spending time with family.

Current workplace

Anthony Mcgee's current company

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J.P. Morgan
J.P. Morgan
Vice President of Investments, Private Client Advisor at J.P. Morgan Wealth Management
new york, new york, united states
Website
jpmorgan.com
Employees
59438
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3 roles

Anthony Mcgee work experience

A career timeline built from the work history available for this profile.

Private Client Advisor

Current
J.P. Morgan

Huntington Beach, California Area

Electronic 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. (JPMC), 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… Show more Electronic 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. (JPMC), 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© 2024 JPMorgan Chase & Co. All rights reserved Show less

Jun 2013 - Present

Financial Advisor

J.P. Morgan

Orange County, California Area

Oct 2011 - Jun 2013

Personal Banker

J.P. Morgan

Orange County, California Area

Nov 2009 - Sep 2011
Team & coworkers

Colleagues at J.P. Morgan

Other employees you can reach at jpmorgan.com. View company contacts for 59438 employees →

KK Kaylin Klinger, Cfa, Cfp® Kaylin Klinger, Cfa, Cfp® Colleague at J.P. MorganNew York, United States View → SR Saranya R Saranya R Colleague at J.P. MorganBengaluru, Karnataka, India View → MH Michael Helfrich, Cpa, Cma, Ctp Michael Helfrich, Cpa, Cma, Ctp Colleague at J.P. MorganCalgary, Alberta, Canada View → TA Tom Adams Tom Adams Colleague at J.P. MorganCoimbatore, Tamil Nadu, India View → MG Mert Guven Mert Guven Colleague at J.P. MorganLondon, England, United Kingdom View → MP Mary Pitta Mary Pitta Colleague at J.P. MorganNew York, United States View → BC Brittany Chin Brittany Chin Colleague at J.P. MorganBronx, New York, United States View → JM Joelle Mendez Joelle Mendez Colleague at J.P. MorganComo, Lombardy, Italy View → TJ Tom Just Tom Just Colleague at J.P. MorganSingapore View → JJ Janice Jiang Janice Jiang Colleague at J.P. MorganNew York, United States View →
1 education record

Anthony Mcgee education

FAQ

Frequently asked questions about Anthony Mcgee

Quick answers generated from the profile data available on this page.

What company does Anthony Mcgee work for?

Anthony Mcgee works for J.P. Morgan.

What is Anthony Mcgee's role at J.P. Morgan?

Anthony Mcgee is listed as Vice President of Investments, Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan.

What is Anthony Mcgee's email address?

AeroLeads has found 1 work email signal at @jpmorgan.com for Anthony Mcgee at J.P. Morgan.

Where is Anthony Mcgee based?

Anthony Mcgee is based in Lake Forest, California, United States while working with J.P. Morgan.

What companies has Anthony Mcgee worked for?

Anthony Mcgee has worked for J.P. Morgan.

Who are Anthony Mcgee's colleagues at J.P. Morgan?

Anthony Mcgee's colleagues at J.P. Morgan include Kaylin Klinger, Cfa, Cfp®, Saranya R, Michael Helfrich, Cpa, Cma, Ctp, Tom Adams, and Mert Guven.

How can I contact Anthony Mcgee?

You can use AeroLeads to view verified contact signals for Anthony Mcgee at J.P. Morgan, including work email, phone, and LinkedIn data when available.

What schools did Anthony Mcgee attend?

Anthony Mcgee holds Bachelor Of Science (B.S.), Business Administration, Management And Operations from California State Polytechnic University-Pomona.

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