Jeffrey Patrick
AeroLeads people directory · profile

Jeffrey Patrick Email & Phone Number

Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan
Location: New York City Metropolitan Area, United States 7 work roles 2 schools
LinkedIn matched
✓ Verified Jul 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Private Client Advisor at J.P. Morgan Wealth Management
Location
New York City Metropolitan Area, United States
Company size

Who is Jeffrey Patrick? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jeffrey Patrick is listed as Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan, a with 59438 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Jeffrey Patrick.

Jeffrey Patrick previously worked as Private Client Advisor at J.P. Morgan and Financial Advisor at J.P. Morgan. Jeffrey Patrick holds English Literature, Economics from Hamilton College.

Company email context

Email format at J.P. Morgan

This section adds company-level context without repeating Jeffrey Patrick's masked contact details.

J.P. Morgan

Review company-level records connected to Jeffrey Patrick before choosing the right outreach path.

Profile bio

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.

Listed skills include Sales.

Current workplace

Jeffrey Patrick's current company

Company context helps verify the profile and gives searchers a useful next step.

J.P. Morgan
J.P. Morgan
Private Client Advisor at J.P. Morgan Wealth Management
new york, new york, united states
Website
Employees
59438
AeroLeads page
7 roles

Jeffrey Patrick work experience

A career timeline built from the work history available for this profile.

Private Client Advisor

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

Jul 2015 - Present

Financial Advisor

Greater New York City Area

Mar 2014 - Jun 2015

Financial Advisor

New York Life Securities, Llc / New York Life Insurance Company

New York, Ny

Jan 2008 - Feb 2014

Vice President, Sales & Nyse Floor Institutional Equity Sales & Research

Nyse

Jan 2004 - Jan 2008

Vice President, Sales Trading & Client Relationship Building

Kenny & Co Llc

Nyse

Jan 2002 - Jan 2004

Sell-Side Nyse Trading Assistant

Aw Bertsch

Nyse

Jan 1998 - Jan 2000
Team & coworkers

Colleagues at J.P. Morgan

Other employees you can reach at jpmorgan.com. View company contacts for 59438 employees →

2 education records

Jeffrey Patrick education

English Literature, Economics

Hamilton College

Education record

Ridgewood High School
FAQ

Frequently asked questions about Jeffrey Patrick

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

What company does Jeffrey Patrick work for?

Jeffrey Patrick works for J.P. Morgan.

What is Jeffrey Patrick's role at J.P. Morgan?

Jeffrey Patrick is listed as Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan.

Where is Jeffrey Patrick based?

Jeffrey Patrick is based in New York City Metropolitan Area, United States while working with J.P. Morgan.

What companies has Jeffrey Patrick worked for?

Jeffrey Patrick has worked for J.P. Morgan, New York Life Securities, Llc / New York Life Insurance Company, Jefferies Llc, Kenny & Co Llc, and Prudential Financial.

Who are Jeffrey Patrick's colleagues at J.P. Morgan?

Jeffrey Patrick's colleagues at J.P. Morgan include Elizabeth Mitchell, Brian Flecker, Julie Trickett, Michael Ayache, Wmcp®, and Bhavesh Rathod.

How can I contact Jeffrey Patrick?

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

What schools did Jeffrey Patrick attend?

Jeffrey Patrick holds English Literature, Economics from Hamilton College.

What skills is Jeffrey Patrick known for?

Jeffrey Patrick is listed with skills including Sales.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Jeffrey Patrick you were looking for.

View similar profiles