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James (Trace) Jackson is listed as Associate Vice President-Private Client Banker at JPMorgan Chase & Co. at JPMorgan Chase & Co., based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for James (Trace) Jackson.
James (Trace) Jackson previously worked as Associate Vice President-Private Client Banker at Jpmorgan Chase & Co. and Wealth Management Advisor at Northwestern Mutual. James (Trace) Jackson holds Bachelor'S Degree, Finance Specializing In Investment Management, Minor In Computer Technology And Applications from The University Of Alabama.
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As an Associate Vice President and Private Client Banker at JPMorgan Chase, I provide holistic financial planning and wealth management solutions to high-net-worth individuals and institutions. I hold the FINRA Series 7 and 63 securities licenses, as well as the Certified Insurance Consultant license for life and health.With over 5 years of experience in the financial services industry, I have acquired and managed a book of business of over 400 households, ranging from young professionals to multi-million dollar entities. I have built a practice to help my clients achieve their goals and dreams in three main areas: risk management, wealth accumulation, and wealth distribution and preservation. I leverage my degree in investment management and computer technology to create customized and diversified portfolios that align with my clients' needs and preferences.
Listed skills include Leadership, Microsoft Office, Teamwork, Microsoft Word, and 4 others.
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New York, NY, US
Managed a book of business totaling $300 million+ between deposit and investment balances. Leveraging client relationships and outreach efforts to grow book of business 34%
Milwaukee, WI, US
Acquired and managed a book of business of over 50 Households ranging From young professionals to multi million dollar institutionsBuilt a practice to provide financial plans to clients focused in three main areas: 1. Risk management 2. Wealth accumulation 3. Wealth Distribution and PreservationPractice main focus in generational wealth leveraging estate.
St. Louis, Missouri, US
Gained knowledge in capital market movementsLearned how to monitor and create investment portfoliosHands on experience in client acquisition, payment processes, and end of year portfolio summaries
Watersound, Florida, US
Gained experience in promoting brand representation and customer satisfactionAssisted with the coordination of private events and the daily operations of the resortPromoted the rules and regulations of the resort beach intended for the safety of the guest
Grew from an assistant role to associate in the service department transitioning to the finance departmentAssisted the director of finance with paperwork on the process of financing vehiclesGained experience in the data analytics of processing financial contractsPerformed car delivery services to customersAssisted in maintaining a clean and safe working.
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James (Trace) Jackson works for JPMorgan Chase & Co..
James (Trace) Jackson is listed as Associate Vice President-Private Client Banker at JPMorgan Chase & Co. at JPMorgan Chase & Co..
James (Trace) Jackson is based in Dallas, Texas, United States while working with JPMorgan Chase & Co..
James (Trace) Jackson has worked for Jpmorgan Chase & Co., Northwestern Mutual, Wells Fargo Advisors, The St. Joe Company, and Bill Jackson Auto.
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James (Trace) Jackson holds Bachelor'S Degree, Finance Specializing In Investment Management, Minor In Computer Technology And Applications from The University Of Alabama.
James (Trace) Jackson is listed with skills including Leadership, Microsoft Office, Teamwork, Microsoft Word, Microsoft Excel, Time Management, Customer Service, and Microsoft Powerpoint.
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