Jacob Green

Jacob Green Email and Phone Number

Private Client Advisor and Vice President of Investments @ J.P. Morgan Wealth Management
Seattle, WA, US
Jacob Green's Location
Seattle, Washington, United States, United States
Jacob Green's Contact Details

Jacob Green work email

Jacob Green personal email

n/a
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

Jacob Green's Current Company Details
J.P. Morgan Wealth Management

J.P. Morgan Wealth Management

View
Private Client Advisor and Vice President of Investments
Seattle, WA, US
Website:
jpmorgan.com
Employees:
75129
Jacob Green Work Experience Details
  • J.P. Morgan Wealth Management
    Private Client Advisor And Vice President Of Investments
    J.P. Morgan Wealth Management
    Seattle, Wa, Us
  • J.P. Morgan Wealth Management
    Private Client Advisor & Vice President Of Investments
    J.P. Morgan Wealth Management Jun 2024 - Present
    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
  • Jpmorgan Chase & Co.
    Private Client Banker
    Jpmorgan Chase & Co. Sep 2021 - May 2024
    Seattle, Washington, United States
  • United States Marine Corps
    Infantry Unit Leader
    United States Marine Corps Jul 2019 - Dec 2021
    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.
  • United States Marine Corps
    Canvassing Recruiter
    United States Marine Corps Jul 2016 - Jul 2019
    Swansea, Massachusetts
    Consultative sales and counseling on career opportunities for eligible men and women.
  • United States Marine Corps
    Infantry Platoon Sergeant
    United States Marine Corps Aug 2015 - Jul 2016
    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
  • United States Marine Corps
    Fire Direction Center Chief
    United States Marine Corps Apr 2013 - Aug 2015
    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.

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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