Erik Andersen
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Erik Andersen Email & Phone Number

Private Client Advisor and Vice President of Investments at J.P. Morgan
Location: West Dundee, Illinois, United States 7 work roles 2 schools
1 work email found @medasource.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@medasource.com
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Current company
Role
Private Client Advisor and Vice President of Investments
Location
West Dundee, Illinois, United States
Company size

Who is Erik Andersen? Overview

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Quick answer

Erik Andersen is listed as Private Client Advisor and Vice President of Investments at J.P. Morgan, a with 75129 employees, based in West Dundee, Illinois, United States. AeroLeads shows a work email signal at medasource.com and a matched LinkedIn profile for Erik Andersen.

Erik Andersen previously worked as Private Client Advisor & Vice President of Investments at J.P. Morgan and Private Client Banker at Jpmorgan Chase Bank N.A. Erik Andersen holds Bachelor Of Arts (B.A.), Economics from University Of Iowa.

Company email context

Email format at J.P. Morgan

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{first_initial}{last}@medasource.com
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AeroLeads found 1 current-domain work email signal for Erik Andersen. Compare company email patterns before reaching out.

Profile bio

About Erik Andersen

Erik Andersen is a Private Client Advisor and Vice President of Investments at J.P. Morgan. He possess expertise in public speaking, time management, leadership, economics, powerpoint and 10 more skills.

Listed skills include Public Speaking, Time Management, Leadership, Economics, and 11 others.

Current workplace

Erik Andersen's current company

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J.P. Morgan
J.P. Morgan
Private Client Advisor and Vice President of Investments
West Dundee, IL, US
Website
Employees
75129
AeroLeads page
7 roles

Erik Andersen work experience

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

Private Client Advisor And Vice President Of Investments

West Dundee, Il, Us

Private Client Advisor & Vice President Of Investments

Current

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 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

Nov 2023 - Present

Private Client Banker

Jpmorgan Chase Bank N.A
Jun 2021 - Nov 2023

Relationship Banker

Jpmorgan Chase Bank N.A

Huntley, Il

Jul 2018 - Jun 2021

Financial Advisor

Elgin, Il

I empower my clients with education regarding financial security strategies so that they may take action and effect change in the areas that are most important to them. These strategies range from risk management planning, wealth accumulation planning, or wealth preservation/distribution planning. Ultimately, combining anyone of these areas based on the level of importance or priority the client deems.

Apr 2017 - Jun 2018

Account Executive

Greater Milwaukee Area

As an Account Executive, I work with our clients primarily in the Healthcare Industry to assist them in finding both experienced and entry-level technical and functional resources. These resources support the complex needs of the healthcare industry on a consulting, contract, contract-hire, or direct placement basis.My company, Medasource, has maintained a steady rate of growth and continues to gain clientele and market share nationwide. Most of that growth can be attributed to our passion and ability to understand our clients, both from a technology standpoint as well as a cultural perspective (often times more important).Please feel free to check us out at: www.medasource.comIf you have any further questions, please reach out to me. I would love the opportunity to help and answer any and all questions.

Aug 2015 - May 2017

Technical Recruiter

Greater Milwaukee Area

I work for an HIT/HIM Consulting and Recruiting company called Medasource. As an organization, we specialize in implementing and supporting the software that allows Healthcare Entities to provide care to their patients. Our service offering includes recruiting for consulting, contract, contract-hire, or direct placement opportunities in all areas of HIT/HIM. We have partnerships with over 150 Healthcare Providers and Systems and 18 Recruiting offices strategically placed in major markets across the United States.We place consultants and candidates in a variety of skill sets including but not limited to:*EHR and Clinical Systems Build, Optimization, and Support*Project Management*Business Analysis*Application Interface/Integration*Clinical and Software Training*Health Information Management CDI/CDS*ICD 9/10 Coding and Auditing*Design, Development and Support of Revenue Cycle, Financial, Supply Chain, and Human Resource Software*Clinical ResearchThe Medasource approach allows us to offer healthcare specific, software expertise to our clients. Our model is designed to offer the industry’s best consultants at competitive prices.Check us out! www.medasource.com

Jun 2015 - Aug 2015
Team & coworkers

Colleagues at J.P. Morgan

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2 education records

Erik Andersen education

Bachelor Of Arts (B.A.), Economics

University Of Iowa

Activities and Societies: Hawk TradeHonor role first three semesters

FAQ

Frequently asked questions about Erik Andersen

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

What company does Erik Andersen work for?

Erik Andersen works for J.P. Morgan.

What is Erik Andersen's role at J.P. Morgan?

Erik Andersen is listed as Private Client Advisor and Vice President of Investments at J.P. Morgan.

What is Erik Andersen's email address?

AeroLeads has found 1 work email signal at @medasource.com for Erik Andersen at J.P. Morgan.

Where is Erik Andersen based?

Erik Andersen is based in West Dundee, Illinois, United States while working with J.P. Morgan.

What companies has Erik Andersen worked for?

Erik Andersen has worked for J.P. Morgan, Jpmorgan Chase Bank N.A, Northwestern Mutual, and Medasource.

Who are Erik Andersen's colleagues at J.P. Morgan?

Erik Andersen's colleagues at J.P. Morgan include Philip Dobbin, Cfp®, Chfc®, Olivia F., Adell De Boer-Mwanza, Carol Turnbull, and Shakti Soni.

How can I contact Erik Andersen?

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

What schools did Erik Andersen attend?

Erik Andersen holds Bachelor Of Arts (B.A.), Economics from University Of Iowa.

What skills is Erik Andersen known for?

Erik Andersen is listed with skills including Public Speaking, Time Management, Leadership, Economics, Powerpoint, Sales, Microsoft Excel, and Social Media.

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