• Creating a strategy toward your financial goals• Managing through life changes• Planning for retirement• Diversifying your portfolioElectronic 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 brokerdealer and investment… Show more • Creating a strategy toward your financial goals• Managing through life changes• Planning for retirement• Diversifying your portfolioElectronic 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 brokerdealer 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 VALUE JPMC 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 Show less

Eric Pena has been in the finance industry for more than 6 years now. His background comes from banking and financial services. He started in the banking channel as a personal banker from there he worked at a well-known mutual fund company as a mutual fund advisor. In both roles, his main objectives were to cultivate relationships, provide advice and present customized solutions for short and long term goals. Today, he is a Wealth Relationship Manager with the Bank of the West and what he… Show more Eric Pena has been in the finance industry for more than 6 years now. His background comes from banking and financial services. He started in the banking channel as a personal banker from there he worked at a well-known mutual fund company as a mutual fund advisor. In both roles, his main objectives were to cultivate relationships, provide advice and present customized solutions for short and long term goals. Today, he is a Wealth Relationship Manager with the Bank of the West and what he does is help clients grow, protect and transfer their wealth. He will understand what matters most to clients and guide them in the right direction to pursue their financial goals. Show less

Develop and cultivate relationships within my territory through consistent communication with financial advisers.