Jacob Saenz
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Jacob Saenz Email & Phone Number

Private Client Advisor and Vice President of Investments at J.P. Morgan
Location: Orange County, California, United States 5 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Private Client Advisor and Vice President of Investments
Location
Orange County, California, United States
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Who is Jacob Saenz? Overview

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Jacob Saenz is listed as Private Client Advisor and Vice President of Investments at J.P. Morgan, a with 75129 employees, based in Orange County, California, United States. AeroLeads shows a matched LinkedIn profile for Jacob Saenz.

Jacob Saenz previously worked as Private Client Advisor & Vice President of Investments at J.P. Morgan and Financial Advisor at J.P. Morgan. Jacob Saenz holds Bachelor Of Arts - Ba, Finance from California State University, Fullerton.

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J.P. Morgan

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About Jacob Saenz

Jacob Saenz is a Private Client Advisor and Vice President of Investments at J.P. Morgan.

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J.P. Morgan
J.P. Morgan
Private Client Advisor and Vice President of Investments
California, United States
Website
Employees
75129
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5 roles

Jacob Saenz work experience

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Private Client Advisor And Vice President Of Investments

California, United States

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., 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© 2023 JPMorgan Chase & Co. All rights reserved

Aug 2020 - Present

Private Client Banker

Mar 2010 - Jan 2020
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Colleagues at J.P. Morgan

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1 education record

Jacob Saenz education

FAQ

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What company does Jacob Saenz work for?

Jacob Saenz works for J.P. Morgan.

What is Jacob Saenz's role at J.P. Morgan?

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

Where is Jacob Saenz based?

Jacob Saenz is based in Orange County, California, United States while working with J.P. Morgan.

What companies has Jacob Saenz worked for?

Jacob Saenz has worked for J.P. Morgan and Strada Capital Corporation.

Who are Jacob Saenz's colleagues at J.P. Morgan?

Jacob Saenz's colleagues at J.P. Morgan include Alex Diaz, Paul Smith, Jimmy Laforteza, Louise Granath, and Steve Downing.

How can I contact Jacob Saenz?

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What schools did Jacob Saenz attend?

Jacob Saenz holds Bachelor Of Arts - Ba, Finance from California State University, Fullerton.

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