Jeffrey Forbes

Jeffrey Forbes Email and Phone Number

Relationship Manager @ J.P. Morgan
Boston, MA, US
Jeffrey Forbes's Location
Boston, Massachusetts, United States, United States
About Jeffrey Forbes

Jeffrey Forbes has over 13 years of experience in financial services. Prior to this role, He was a Financial Advisor Associate with J.P. Morgan. Jeffrey joined J.P. Morgan in 2016. He hold(s) required FINRA Series 7/63 & 65/66 /life & health insurance licenses and does business with residents of MA, ME, NY, NJ, FL, CA, CT, TX and many more. Jeffrey is big on family being a husband, father to a wonderful son, and loving uncle to his nephew's and niece. He has been actively engaged in volunteerism and community work having held executive leadership roles with the National Urban League Young Professionals and being a charter member of the Brookville Lions Club. Jeffrey also enjoys exercising, basketball, and is an avid bowler.

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

J.P. Morgan

View
Relationship Manager
Boston, MA, US
Website:
jpmorgan.com
Employees:
75129
Jeffrey Forbes Work Experience Details
  • J.P. Morgan
    Relationship Manager
    J.P. Morgan
    Boston, Ma, Us
  • J.P. Morgan
    Private Client Advisor
    J.P. Morgan Apr 2016 - Present
    New York, Ny, Us
    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. (JPMC), 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© 2024 JPMorgan Chase & Co. All rights reserved
  • J.P. Turner & Company, Llc
    Financial Advisor
    J.P. Turner & Company, Llc Mar 2010 - Mar 2016
    Atlanta, Ga, Us
  • Finish Line
    Sales Associate
    Finish Line Sep 2005 - Apr 2010
    Indianapolis, In, Us
  • Music And Art Center For Humanity
    Choreographer
    Music And Art Center For Humanity 2006 - 2009

Jeffrey Forbes Skills

Public Speaking Investments Customer Service Finance Financial Analysis Financial Planning Microsoft Excel Investment Strategies Portfolio Management Retirement Planning Series 7 Financial Advisory Leadership Development Community Outreach Alternative Investments Financial Services Wealth Management Risk Management Series 63 Variable Annuities Independent Financial Advice Finance Consulting Non Profit Volunteering

Jeffrey Forbes Education Details

  • University Of Bridgeport
    University Of Bridgeport
    Accounting And Finance
  • Martin Van Buren High School
    Martin Van Buren High School

Frequently Asked Questions about Jeffrey Forbes

What company does Jeffrey Forbes work for?

Jeffrey Forbes works for J.p. Morgan

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

Jeffrey Forbes's current role is Relationship Manager.

What schools did Jeffrey Forbes attend?

Jeffrey Forbes attended University Of Bridgeport, Martin Van Buren High School.

What are some of Jeffrey Forbes's interests?

Jeffrey Forbes has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Science And Technology, Human Rights, Arts And Culture, Health.

What skills is Jeffrey Forbes known for?

Jeffrey Forbes has skills like Public Speaking, Investments, Customer Service, Finance, Financial Analysis, Financial Planning, Microsoft Excel, Investment Strategies, Portfolio Management, Retirement Planning, Series 7, Financial Advisory.

Who are Jeffrey Forbes's colleagues?

Jeffrey Forbes's colleagues are Aurelien De Granvilliers, Dean Schneider, Amit Hazra, Dhanlaxmi Shetty, Anish Jalan, Elly Albertson, Tripti Chouhan.

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