Jacob Green Email and Phone Number
Jacob Green work email
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Jacob Green personal email
I am a Vice President and Private Client Advisor with J.P. Morgan Wealth Management. As a PrivateClient Advisor, I help clients and their families plan and invest toward their goals.I have over two years of experience in financial services. Prior to this role, Iwas an Infantry Unit Leader in the Unites States Marine Corps. I joined J.P. Morgan in 2021. I hold the required FINRA Series 7, & 66, and life & health insurance licenses.I also currently serve in the Washington National Guard.I can help with your many financial needs, including:• Creating a strategy toward your financial goals• Planning for retirement on your terms• Diversifying your portfolio• Identifying investment opportunities and staying up to date on market movements
J.P. Morgan Wealth Management
View- Website:
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Private Client Advisor And Vice President Of InvestmentsJ.P. Morgan Wealth ManagementSeattle, Wa, Us -
Private Client Advisor & Vice President Of InvestmentsJ.P. Morgan Wealth Management Jun 2024 - PresentSeattle, Washington, United StatesElectronic 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 broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency… Show more 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 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© 2024 JPMorgan Chase & Co. All rights reserved Show less -
Private Client BankerJpmorgan Chase & Co. Sep 2021 - May 2024Seattle, Washington, United States -
Infantry Unit LeaderUnited States Marine Corps Jul 2019 - Dec 2021Camp Pendleton, CaResponsible for the technical and tactical employment of an Infantry Platoon as well as the administrative tasking and professional development of individuals within the platoon. -
Canvassing RecruiterUnited States Marine Corps Jul 2016 - Jul 2019Swansea, MassachusettsConsultative sales and counseling on career opportunities for eligible men and women.
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Infantry Platoon SergeantUnited States Marine Corps Aug 2015 - Jul 2016Camp Pendleton, CaliforniaResponsible for the morale, health, and training of 40 personnel in an Infantry Weapons Platoon; responsible for the maintenance, accountability, and effective utilization of all platoon-assigned weapons, night observation devices, and communications equipment; counsels, disciplines, and develops Marines and NCOs into competent leaders; maintains the highest state of combat readiness regardless of conditions and personnel changes; advises the Platoon Commander on the tactical and technical… Show more Responsible for the morale, health, and training of 40 personnel in an Infantry Weapons Platoon; responsible for the maintenance, accountability, and effective utilization of all platoon-assigned weapons, night observation devices, and communications equipment; counsels, disciplines, and develops Marines and NCOs into competent leaders; maintains the highest state of combat readiness regardless of conditions and personnel changes; advises the Platoon Commander on the tactical and technical employment of Mortars and all other weapons systems. Show less -
Fire Direction Center ChiefUnited States Marine Corps Apr 2013 - Aug 2015Responsible for the training, mentorship, health, morale, and welfare of a 15 man Marine Corps Mortar Section; receives and assists in processing fire missions for the battalion in order to provide accurate and timely fire support with 81 mm mortars.
Frequently Asked Questions about Jacob Green
What company does Jacob Green work for?
Jacob Green works for J.p. Morgan Wealth Management
What is Jacob Green's role at the current company?
Jacob Green's current role is Private Client Advisor and Vice President of Investments.
What is Jacob Green's email address?
Jacob Green's email address is ja****@****ase.com
Who are Jacob Green's colleagues?
Jacob Green's colleagues are Rudraksh Jain, Alden Warner, Guillermo Amaya, Maria Soares, Aurelien De Granvilliers, Krishnan Rangaswamy, Tommy Sussholz.
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Jacob Green
Orange County, Ca -
3ltnglobal.com, spreadconcepts.com, d-fusion.net
3 +130149XXXXX
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Jacob Green
Los Angeles, Ca2btig.com, fortress.com
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