Jeffrey Patrick

Jeffrey Patrick Email and Phone Number

Private Client Advisor at J.P. Morgan Wealth Management @ J.P. Morgan
new york, new york, united states
Jeffrey Patrick's Location
New York City Metropolitan Area, United States
About Jeffrey Patrick

Jeffrey Patrick is a Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan. He possess expertise in sales.

Jeffrey Patrick's Current Company Details
J.P. Morgan

J.P. Morgan

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Private Client Advisor at J.P. Morgan Wealth Management
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Jeffrey Patrick Work Experience Details
  • J.P. Morgan
    Private Client Advisor
    J.P. Morgan Jul 2015 - Present
    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
  • J.P. Morgan
    Financial Advisor
    J.P. Morgan Mar 2014 - Jun 2015
    Greater New York City Area
  • New York Life Securities, Llc / New York Life Insurance Company
    Financial Advisor
    New York Life Securities, Llc / New York Life Insurance Company Jan 2008 - Feb 2014
    New York, Ny
  • Jefferies Llc
    Vice President, Sales & Nyse Floor Institutional Equity Sales & Research
    Jefferies Llc Jan 2004 - Jan 2008
    Nyse
  • Kenny & Co Llc
    Vice President, Sales Trading & Client Relationship Building
    Kenny & Co Llc Jan 2002 - Jan 2004
    Nyse
  • Prudential Financial
    Assistant Equity Block Trader
    Prudential Financial Jan 2000 - Jan 2002
    Nyse
  • Aw Bertsch
    Sell-Side Nyse Trading Assistant
    Aw Bertsch Jan 1998 - Jan 2000
    Nyse

Jeffrey Patrick Skills

Sales

Jeffrey Patrick Education Details

  • Hamilton College
    Hamilton College
    English Literature, Economics
  • Ridgewood High School
    Ridgewood High School

Frequently Asked Questions about Jeffrey Patrick

What company does Jeffrey Patrick work for?

Jeffrey Patrick works for J.p. Morgan

What is Jeffrey Patrick's role at the current company?

Jeffrey Patrick's current role is Private Client Advisor at J.P. Morgan Wealth Management.

What schools did Jeffrey Patrick attend?

Jeffrey Patrick attended Hamilton College, Ridgewood High School.

What skills is Jeffrey Patrick known for?

Jeffrey Patrick has skills like Sales.

Who are Jeffrey Patrick's colleagues?

Jeffrey Patrick's colleagues are Binesh Babu, Sarah Beth Hampton, Stephen Anglin, Christopher Peans, Manish Waghela, Arvind S, М Н.

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