Investment Associate
Current
Feb 2024 - Present
AeroLeads people directory · profile
Caleb Smith Email & Phone Number
Investment Associate at J.P. Morgan at J.P. Morgan Wealth Management
at
J.P. Morgan
1 work email found
@houghton.edu
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Investment Associate at J.P. Morgan at J.P. Morgan Wealth Management
Location
Natick, Massachusetts, United States
Company size
Who is Caleb Smith? Overview
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Quick answer
Caleb Smith is listed as Investment Associate at J.P. Morgan at J.P. Morgan Wealth Management at J.P. Morgan, a with 59438 employees, based in Natick, Massachusetts, United States. AeroLeads shows a work email signal at houghton.edu and a matched LinkedIn profile for Caleb Smith.
Caleb Smith previously worked as Investment Associate at J.P. Morgan and Senior Client Associate at J.P. Morgan. Caleb Smith holds Master'S Degree, Finance from West Texas A&M University.
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{first}.{last}@houghton.edu
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Profile bio
About Caleb Smith
Currently pursuing a masters in finance and economics, I work for J.P. Morgan in Boston, MA as a Senior Client Associate at the Minchello Group. In this role I have the opportunity to speak with incredible clients and titans in the industry, hone critical skills in communication, problem solving, organizational efficiency and bringing forth the best that J.P. Morgan has to offer.In my off hours, you can typically find me working out, playing the guitar, pretending I can cook or spending time with my amazing wife and friends.
Current workplace
Caleb Smith's current company
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J.P. Morgan
6 roles
Caleb Smith work experience
A career timeline built from the work history available for this profile.
Senior Client Associate
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., 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
Apr 2022 - Feb 2024
Chief Financial Officer
Record and maintain financial transactionsWork with CEO to generate and implement procedures and best practices for a variety of company needsDesign, create and communicate company budgets and financial models for executive teamInterpret, manipulate and visualize data for clients into actionable reports as a component of marketing services provided.Strategize and implement policies for overall company growth.
Dec 2020 - Jun 2023
Gift Accountant And Legacy Giving Specialist
Responsible for recording a variety of gifts to Houghton College, including vehicles, real property, cash and securities.Work to maintain procedures for, and assist in recording, estate and legacy gifts, including annuities and will bequests.Generate and execute marketing strategies for Houghton College's legacy giving programAssist in maintaining College database, including the hiring and training of student workers for this purpose.
Jun 2019 - Jun 2023
Resident Assistant
Aug 2017 - May 2019
Office Intern
Berea Ministries
Jun 2018 - Aug 2018
Team & coworkers
Colleagues at J.P. Morgan
Other employees you can reach at jpmorgan.com. View company contacts for 59438 employees →
BW
Beth Wilkerson
Colleague at J.P. MorganSalt Lake City, Utah, United States
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KL
Kim Lehman
Colleague at J.P. MorganNewark, Delaware, United States
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EB
Ermir Baolli
Colleague at J.P. MorganGreater Boston, United States
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EH
Ellen Hearn
Colleague at J.P. MorganGreater London, England, United Kingdom
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CP
Christine Potterton
Colleague at J.P. MorganUnited States
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SM
Shawn Marks
Colleague at J.P. MorganPark Ridge, Illinois, United States
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MJ
Maria J. Cho
Colleague at J.P. MorganNew York, United States
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GA
Ghalib Ahsan
Colleague at J.P. MorganNew York, United States
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JA
Jennifer Altomare
Colleague at J.P. MorganNew York, United States
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SC
Steven Clark
Colleague at J.P. MorganGreater London, England, United Kingdom
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Beth Wilkerson
Colleague at J.P. MorganSalt Lake City, Utah, United States
View →
KL
Kim Lehman
Colleague at J.P. MorganNewark, Delaware, United States
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EB
Ermir Baolli
Colleague at J.P. MorganGreater Boston, United States
View →
EH
Ellen Hearn
Colleague at J.P. MorganGreater London, England, United Kingdom
View →
CP
Christine Potterton
Colleague at J.P. MorganUnited States
View →
SM
Shawn Marks
Colleague at J.P. MorganPark Ridge, Illinois, United States
View →
MJ
Maria J. Cho
Colleague at J.P. MorganNew York, United States
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GA
Ghalib Ahsan
Colleague at J.P. MorganNew York, United States
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JA
Jennifer Altomare
Colleague at J.P. MorganNew York, United States
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SC
Steven Clark
Colleague at J.P. MorganGreater London, England, United Kingdom
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2 education records
Caleb Smith education
Master'S Degree, Finance
Bachelor Of Science - Bs, Business Administration And Accounting
FAQ
Frequently asked questions about Caleb Smith
Quick answers generated from the profile data available on this page.
What company does Caleb Smith work for?
Caleb Smith works for J.P. Morgan.
What is Caleb Smith's role at J.P. Morgan?
Caleb Smith is listed as Investment Associate at J.P. Morgan at J.P. Morgan Wealth Management at J.P. Morgan.
What is Caleb Smith's email address?
AeroLeads has found 1 work email signal at @houghton.edu for Caleb Smith at J.P. Morgan.
Where is Caleb Smith based?
Caleb Smith is based in Natick, Massachusetts, United States while working with J.P. Morgan.
What companies has Caleb Smith worked for?
Caleb Smith has worked for J.P. Morgan, Trajex Marketing Solutions Llc, Houghton College, and Berea Ministries.
Who are Caleb Smith's colleagues at J.P. Morgan?
Caleb Smith's colleagues at J.P. Morgan include Beth Wilkerson, Kim Lehman, Ermir Baolli, Ellen Hearn, and Christine Potterton.
How can I contact Caleb Smith?
You can use AeroLeads to view verified contact signals for Caleb Smith at J.P. Morgan, including work email, phone, and LinkedIn data when available.
What schools did Caleb Smith attend?
Caleb Smith holds Master'S Degree, Finance from West Texas A&M University.
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