Jeffrey Pearson
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Jeffrey Pearson Email & Phone Number

J.P. Morgan Wealth Management | Loyola University Chicago Alum at J.P. Morgan
Location: Chicago, Illinois, United States 8 work roles 1 school
1 work email found @schwab.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

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Work email j****@schwab.com
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Current company
Role
J.P. Morgan Wealth Management | Loyola University Chicago Alum
Location
Chicago, Illinois, United States
Company size

Who is Jeffrey Pearson? Overview

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Quick answer

Jeffrey Pearson is listed as J.P. Morgan Wealth Management | Loyola University Chicago Alum at J.P. Morgan, a with 75129 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Jeffrey Pearson.

Jeffrey Pearson previously worked as Wealth Management-New Client Investment Specialist at Jpmorgan Chase & Co. and Associate Derivatives Trader at Charles Schwab. Jeffrey Pearson holds Bachelor Of Business Administration - Bba, Finance, General from Quinlan School Of Business, Loyola University Chicago.

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{first}.{last}@schwab.com
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Profile bio

About Jeffrey Pearson

I am a bilingual and multi-cultural finance graduate from Loyola University of Chicago. If pressure can turn carbon into diamonds, then economic and financial challenges can teach a young man the value of intelligent investment decisions for himself and his future.I have learned first-hand the importance of work ethic, grit, and determination to succeed. I now bring those same qualities to my professional work, focusing on finance, quantitative analysis, and the continued growth of my information systems and database modeling expertise.Having founded and led an innovative non-profit organization in Costa Rica to provide disadvantaged youth with basic computer skills, I understand the power of teamwork, collaboration, and learning. Through that experience, I am also confident I will both learn and contribute in equal measure in my next professional endeavor.๐—–๐—ผ๐—ฟ๐—ฒ ๐—ค๐˜‚๐—ฎ๐—น๐—ถ๐—ณ๐—ถ๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€:โœ… Quantitative Analysisโœ… Database Modelingโœ… Data Warehouse Modelingโœ… Financial Statement Analysisโœ… Data Analysisโœ… Bilingual (English & Spanish)โœ… Multicultural (US & Latin America)โœ… Teamwork & Collaborationโœ… Innovation & Leadership๐—”๐—ฑ๐—ฑ๐—ถ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ฆ๐—ธ๐—ถ๐—น๐—น๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ฃ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—”๐˜€๐˜€๐—ผ๐—ฐ๐—ถ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€:๐ŸŽฏ Technical Solutions (Academic): SQL (PostgreSQL, Teradata); OLAP/BI Tools (Tableau); Advanced MS Excel (inc. Pivot Tables, Scenario Manager, Goal Seek, Solver, and Financial Functions); MS Access ๐ŸŽฏ Database Modeling: ER Modeling; Relational Modeling; Dimensional Modeling; Star Schemas๐ŸŽฏ Associations: Loyola Chicago Investment Fund; International Business Society (Co-Director of Social Affairs); National Society of Collegiate Scholars; Association of Latino Professionals for America๐—–๐—ผ๐—ป๐˜๐—ฎ๐—ฐ๐˜ ๐—บ๐—ฒ ๐—ฑ๐—ถ๐—ฟ๐—ฒ๐—ฐ๐˜๐—น๐˜† ๐˜๐—ต๐—ฟ๐—ผ๐˜‚๐—ด๐—ต ๐—Ÿ๐—ถ๐—ป๐—ธ๐—ฒ๐—ฑ๐—œ๐—ป, ๐—ฒ๐—บ๐—ฎ๐—ถ๐—น, ๐˜๐—ฒ๐˜…๐˜, ๐—ผ๐—ฟ ๐—ฝ๐—ต๐—ผ๐—ป๐—ฒ: jpearson@luc.edu | 312-771-8790

Current workplace

Jeffrey Pearson's current company

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J.P. Morgan
J.P. Morgan
J.P. Morgan Wealth Management | Loyola University Chicago Alum
Chicago, Illinois, United States
Website
Employees
75129
AeroLeads page
8 roles

Jeffrey Pearson work experience

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

Role listed

Chicago, Illinois, United States

Wealth Management-New Client Investment Specialist

Current

New York, Ny, Us

May 2024 - Present

Associate Derivatives Trader

Westlake, Texas, Us

Jun 2023 - May 2024

Investor Services Intern

Westlake, Texas, Us

Sep 2022 - Jul 2023

Commercial Banking Business Intelligence Analyst

Toronto, On, Ca

Jun 2022 - Aug 2022

Consulting Extern

Pwc

Gb

โ–ถ Delve deep into a non-profit organizations strategic problems, such as development, impact assessment, policy/regulatory issues, process improvements, talent engagement, communication, and strategic positioning; in an overall effort to solve their important problems. โ–ถ Developed revenue strategies for a non profit where equity, diversity, and inclusion is centered in the way of raising these resources.

Oct 2021 - Dec 2021

Private Banking Intern

San Pedro, Regiรณn Iv-A, Ph

โ–ถ Shadowed senior bankers on investment presentations to prospective clients and large equity transactions.โ–ถ Conducted market & industry research to create briefs for portfolio managers on updated news and data.โ–ถ Performed financial & valuation analysis such as discounted cash flow analysis and multiple valuation analysis.โ–ถ Analyzed bonds on the Costa Rican bond market that fit clientโ€™s portfolio objective and risk tolerance.

Jul 2021 - Aug 2021

Accounting Intern

San Josรฉ, San Josรฉ, Cr

โ–ถ Prepared financial statements, including review and reconciliation for accuracy and audit compliance.โ–ถ Organized and collaborated with office team to process accounts payable and receivable transactions.โ–ถ Coordinated resolution of client issues and managed inventory supply and replenishment process.

Mar 2021 - Jul 2021
Team & coworkers

Colleagues at J.P. Morgan

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1 education record

Jeffrey Pearson education

  • Quinlan School Of Business, Loyola University Chicago
    Quinlan School Of Business, Loyola University Chicago
    General
FAQ

Frequently asked questions about Jeffrey Pearson

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

What company does Jeffrey Pearson work for?

Jeffrey Pearson works for J.P. Morgan.

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

Jeffrey Pearson is listed as J.P. Morgan Wealth Management | Loyola University Chicago Alum at J.P. Morgan.

What is Jeffrey Pearson's email address?

AeroLeads has found 1 work email signal at @schwab.com for Jeffrey Pearson at J.P. Morgan.

Where is Jeffrey Pearson based?

Jeffrey Pearson is based in Chicago, Illinois, United States while working with J.P. Morgan.

What companies has Jeffrey Pearson worked for?

Jeffrey Pearson has worked for J.P. Morgan, Jpmorgan Chase & Co., Charles Schwab, Bmo Financial Group, and Pwc.

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

Jeffrey Pearson's colleagues at J.P. Morgan include Homa Gharagozlou, Miguel Alfonso Herrera Negreiros, Jacquelyn Atteridge, Kenneth Jooni, and Valerie Pyfrom.

How can I contact Jeffrey Pearson?

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

What schools did Jeffrey Pearson attend?

Jeffrey Pearson holds Bachelor Of Business Administration - Bba, Finance, General from Quinlan School Of Business, Loyola University Chicago.

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