Eric Cutler Email & Phone Number

Eric Cutler is an Executive Director, Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, Eric helps clients and their families plan and invest toward their goals.Eric has nearly 20 years of experience in financial services. He joined J.P. Morgan in 2009. Eric holds the required FINRA Series 7, 63, 66 life & health insurance licenses. Eric graduated from California State University, Fresno with a Bachelor's degree in Political Science and a Minor in Economics. He is located in the San Francisco Bay Area.Eric can help with your many financial needs, including:• Creating a strategy toward your financial goals• Checking in on your investment portfolio• Managing through life changes• Planning for retirement on your terms• Diversifying your portfolio• Identifying investment opportunities and staying up to date on market movements• Balancing many goals, such as retirement and education.

• 

  Private Client Advisor

  J.P. Morgan Wealth Management

  Oct 2009 - Present

  Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That RequireImmediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products andservices through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA andSIPC. 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 byJPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control ofJPMorgan Chase & Co. Products not available in 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 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 besuitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, holdor sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does notprovide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are notindications of future results. Additional important information:https://www.chase.com/personal/investments/important-information-linkedin © 2024 JPMorgan Chase & Co. All rights reserved

• 

  California State University, Fresno