Jacob Green
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Jacob Green Email & Phone Number

Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management
Location: Seattle, Washington, United States 7 work roles
1 work email found @chase.com LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 71%

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Work email j****@chase.com
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Role
Private Client Advisor and Vice President of Investments
Location
Seattle, Washington, United States
Company size

Who is Jacob Green? Overview

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Quick answer

Jacob Green is listed as Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management, a with 75129 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at chase.com and a matched LinkedIn profile for Jacob Green.

Jacob Green previously worked as Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management and Private Client Banker at Jpmorgan Chase & Co..

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Email format at J.P. Morgan Wealth Management

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{first}.{last}@chase.com
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Profile bio

About Jacob Green

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

Current workplace

Jacob Green's current company

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J.P. Morgan Wealth Management
J.P. Morgan Wealth Management
Private Client Advisor and Vice President of Investments
Seattle, WA, US
Website
Employees
75129
AeroLeads page
7 roles

Jacob Green work experience

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Private Client Advisor & Vice President Of Investments

Seattle, Washington, United States

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… 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

Infantry Unit Leader

Camp Pendleton, Ca

Responsible for the technical and tactical employment of an Infantry Platoon as well as the administrative tasking and professional development of individuals within the platoon.

Jul 2019 - Dec 2021

Canvassing Recruiter

United States Marine Corps

Swansea, Massachusetts

Consultative sales and counseling on career opportunities for eligible men and women.

Jul 2016 - Jul 2019

Infantry Platoon Sergeant

Camp Pendleton, California

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… 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

Aug 2015 - Jul 2016

Fire Direction Center Chief

Responsible 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.

Apr 2013 - Aug 2015
Team & coworkers

Colleagues at J.P. Morgan Wealth Management

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FAQ

Frequently asked questions about Jacob Green

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

What company does Jacob Green work for?

Jacob Green works for J.P. Morgan Wealth Management.

What is Jacob Green's role at J.P. Morgan Wealth Management?

Jacob Green is listed as Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management.

What is Jacob Green's email address?

AeroLeads has found 1 work email signal at @chase.com for Jacob Green at J.P. Morgan Wealth Management.

Where is Jacob Green based?

Jacob Green is based in Seattle, Washington, United States while working with J.P. Morgan Wealth Management.

What companies has Jacob Green worked for?

Jacob Green has worked for J.P. Morgan Wealth Management, Jpmorgan Chase & Co., and United States Marine Corps.

Who are Jacob Green's colleagues at J.P. Morgan Wealth Management?

Jacob Green's colleagues at J.P. Morgan Wealth Management include Kimsa Le, Alun Williams, Bowie Low, David Lee, and Fhalen Tendencia.

How can I contact Jacob Green?

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

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