Jesse Silva
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Jesse Silva Email & Phone Number

Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management
Location: Lake Worth, Florida, United States 7 work roles 2 schools
1 work email found @ml.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
J.P. Morgan Wealth Management
Role
Private Client Advisor and Vice President of Investments
Location
Lake Worth, Florida, United States
Company size
33888 employees

Who is Jesse Silva? Overview

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Quick answer

Jesse Silva is listed as Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management, a company with 33888 employees, based in Lake Worth, Florida, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Jesse Silva.

Jesse Silva previously worked as AVP - Merrill Financial Solutions Advisor at Merrill Lynch and Financial Solutions Advisor at Merrill Lynch. Jesse Silva holds Bachelor'S Degree, Business, Management, Marketing, And Related Support Services from Indian River State College.

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{first}_{last}@ml.com
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Profile bio

About Jesse Silva

I am privileged to hold the position of Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management. In this capacity, I specialize in guiding clients and their families as they map out strategies and embark on investment journeys tailored to their unique goals.My professional journey in the financial services sector spans over a decade, culminating in my arrival at J.P. Morgan in 2023. I bring to the table a comprehensive skill set, including essential certifications such as FINRA Series 7, 66, SIE, as well as a life, health and variable annuities license.My professional practice is rooted in the communities of Boynton Beach and Lake Worth, where I have established my offices. I am a proud alumnus of Indian River State College, where I earned my bachelor's degree in business administration.Beyond my professional pursuits, my personal life centers around Port St. Lucie, where I call home. During my cherished moments of leisure, I find fulfillment in exploring God's creation through travel, venturing into the depths of the ocean with a passion for scuba diving, and cherishing quality time with my family.My mission is to provide a comprehensive suite of financial services to address your specific needs, including but not limited to:- Crafting a well-defined strategy to propel you toward your financial objectives.- Regularly assessing and optimizing your investment portfolio.- Guiding you through life's ever-evolving circumstances with expert management.- Enabling you to plan for retirement on your own terms, securing a comfortable future.- Employing diversification strategies to fortify your investment portfolio.- Identifying promising investment opportunities and staying attuned to market dynamics.- Balancing multiple financial goals, such as retirement and educational aspirations.Feel free to reach out to me for a collaborative journey towards your financial success.

Listed skills include Leadership, Product Marketing, Banking, Video Production, and 19 others.

Current workplace

Jesse Silva's current company

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J.P. Morgan Wealth Management
J.P. Morgan Wealth Management
Private Client Advisor and Vice President of Investments
Lake Worth, FL, US
Website
chase.com
Employees
33888
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Company profile
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7 roles

Jesse Silva work experience

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

Private Client Advisor And Vice President Of Investments

Current
J.P. Morgan Wealth Management

New York, New York, 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., which offers.
  • 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.
Jul 2023 - Present

Avp - Merrill Financial Solutions Advisor

Merrill Lynch

New York, NY, US

Jul 2022 - Jun 2023

Financial Solutions Advisor

Merrill Lynch

New York, NY, US

Provide client consultancy services advising on financial goals with end-to-end comprehensive advice. Deliver astute client reviews, recommending strategies to aid the attainment of respective financial priorities. Garner proficiency across the full suite of financial solutions, to pair clients with the best solutions, including core Banking and.

Feb 2020 - Jun 2022

Owner

B.A.R Buddy, Llc

Developed and introduced a mobile application with web interface that provided visibility of local food and beverage businesses in the area. Led a team of developers in creating and designing the strategy of the application to drive a positive user experience by identifying locations based on the individual’s requests of services. Researched and analyzed.

Aug 2018 - Dec 2020

Personal Banker

Wells Fargo

San Francisco, California, US

Analyzed, formulated, and presented comprehensive financial services and information packages to clients aimed at achieving both short- and long-term financial goals. Held full ownership for overseeing branch opening and closing procedures. Took on additional scope as risk management leader focusing on compliance with company and government.

Jan 2017 - Feb 2020

Relationship Manager

Midflorida Credit Union

Lakeland, Florida, US

Fulfilled customer-orientated role, presenting new products and services based on promotions as well as financial/investment goals, enhancing relationships to boost client retention with upselling. Assisted customers with banking transactions, while addressing account-related transactions or queries. Operated efficiently within highly regulated.

Nov 2014 - Jan 2017
Team & coworkers

Colleagues at J.P. Morgan Wealth Management

Other employees you can reach at chase.com. View company contacts for 33888 employees →

AA Angie An Angie An Colleague at J.P. Morgan Wealth ManagementHuntersville, North Carolina, United States, United States View → JL Joshua Lopez Joshua Lopez Colleague at J.P. Morgan Wealth ManagementColumbus, Ohio, United States, United States View → AB Amanda Brenner Amanda Brenner Colleague at J.P. Morgan Wealth ManagementUnited States, United States View → PF Pauline Flynn Pauline Flynn Colleague at J.P. Morgan Wealth ManagementFalkirk, Scotland, United Kingdom, United Kingdom View → SP Sandra Pg Sandra Pg Colleague at J.P. Morgan Wealth ManagementUnited States, United States View → JH Jackie Hanson-Baker Jackie Hanson-Baker Colleague at J.P. Morgan Wealth ManagementShow Low, Arizona, United States, United States View → NR Nicole Rose Nicole Rose Colleague at J.P. Morgan Wealth ManagementStanford, Indiana, United States, United States View → JV Julio Villafane Julio Villafane Colleague at J.P. Morgan Wealth ManagementWesley Chapel, Florida, United States, United States View → GA Gisele Adame Gisele Adame Colleague at J.P. Morgan Wealth ManagementManson, Washington, United States, United States View → KF Kathy Fitzcharles Kathy Fitzcharles Colleague at J.P. Morgan Wealth ManagementDelaware, Ohio, United States, United States View →
2 education records

Jesse Silva education

Bachelor'S Degree, Business, Management, Marketing, And Related Support Services

Indian River State College

Education record

Bloomtech
FAQ

Frequently asked questions about Jesse Silva

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

What company does Jesse Silva work for?

Jesse Silva works for J.P. Morgan Wealth Management.

What is Jesse Silva's role at J.P. Morgan Wealth Management?

Jesse Silva is listed as Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management.

What is Jesse Silva's email address?

AeroLeads has found 1 work email signal at @ml.com for Jesse Silva at J.P. Morgan Wealth Management.

Where is Jesse Silva based?

Jesse Silva is based in Lake Worth, Florida, United States while working with J.P. Morgan Wealth Management.

What companies has Jesse Silva worked for?

Jesse Silva has worked for J.P. Morgan Wealth Management, Merrill Lynch, B.A.R Buddy, Llc, Wells Fargo, and Midflorida Credit Union.

Who are Jesse Silva's colleagues at J.P. Morgan Wealth Management?

Jesse Silva's colleagues at J.P. Morgan Wealth Management include Angie An, Joshua Lopez, Amanda Brenner, Pauline Flynn, and Sandra Pg.

How can I contact Jesse Silva?

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

What schools did Jesse Silva attend?

Jesse Silva holds Bachelor'S Degree, Business, Management, Marketing, And Related Support Services from Indian River State College.

What skills is Jesse Silva known for?

Jesse Silva is listed with skills including Leadership, Product Marketing, Banking, Video Production, Social Media, Sales, Business Development, and Communication.

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