Bruce Marshall

Bruce Marshall Email and Phone Number

Executive Director at J.P. Morgan @ J.P. Morgan
new york, new york, united states
Bruce Marshall's Location
San Diego County, California, United States, United States
Bruce Marshall's Contact Details

Bruce Marshall work email

Bruce Marshall personal email

n/a
About Bruce Marshall

For the past 25+ years I have been fortunate to work in a field that has been a lifelong passion of mine. Working as an intern for Shearson at age 16 solidified my desire to work in this field. After High School I went to work full time at Bear Stearns and attended college in the evenings and have never looked back. Every day is different, every day is a challenge, I have always felt it to be a privilege to work in this industry. After spending the first 15+ years of my career in New York I decided to move to paradise and relocate my practice to La Jolla, CA. I am fortunate to still have many long-term client relationships back east as my practice is continually expanding in California.This information is intended for use only by residents of: AR, AZ, CA, CO, FL, HI, ID, IL, MI, MO, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, and WA. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.CA Insurance License Number: 0E42969, Resident Producer: CA.

Bruce Marshall's Current Company Details
J.P. Morgan

J.P. Morgan

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Executive Director at J.P. Morgan
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Bruce Marshall Work Experience Details
  • J.P. Morgan
    Executive Director
    J.P. Morgan Mar 2021 - Present
    Newport Beach, California, United States
    View
  • Wells Fargo Advisors
    Senio Vice President-Investments
    Wells Fargo Advisors 2012 - Mar 2021
    I assist my clients in understanding and navigating the financial markets in order to help them in achieving their financial goals. Every clients needs and goals are different, I thoroughly enjoy working with each client on their specific situation. I am fortunate to have the strength and depth of Wells Fargo Advisors and its Affiliates along with 25+ years experience to work with.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC, a registered… Show more I assist my clients in understanding and navigating the financial markets in order to help them in achieving their financial goals. Every clients needs and goals are different, I thoroughly enjoy working with each client on their specific situation. I am fortunate to have the strength and depth of Wells Fargo Advisors and its Affiliates along with 25+ years experience to work with.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/ MAY LOSE VALUE. Show less
    View
  • Morgan Stanley Wealth Management
    First Vice President
    Morgan Stanley Wealth Management Sep 1994 - Sep 2012
    View

Bruce Marshall Skills

Crm Asset Allocation Retirement Planning Mutual Funds Investments Alternative Investments Securities Equities Fixed Income Investment Strategies Retirement

Bruce Marshall Education Details

Frequently Asked Questions about Bruce Marshall

What company does Bruce Marshall work for?

Bruce Marshall works for J.p. Morgan

What is Bruce Marshall's role at the current company?

Bruce Marshall's current role is Executive Director at J.P. Morgan.

What is Bruce Marshall's email address?

Bruce Marshall's email address is br****@****ors.com

What schools did Bruce Marshall attend?

Bruce Marshall attended Baruch College, City University Of New York (Cuny).

What skills is Bruce Marshall known for?

Bruce Marshall has skills like Crm, Asset Allocation, Retirement Planning, Mutual Funds, Investments, Alternative Investments, Securities, Equities, Fixed Income, Investment Strategies, Retirement.

Who are Bruce Marshall's colleagues?

Bruce Marshall's colleagues are Chris Hopcroft, Kelly Fischer, Alex Diaz, Pedro Juliano, Bruno Kaas, Katarzyna Rowe, Yuliya Kazheunikava.

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