Jesse Silva Email and Phone Number
Jesse Silva work email
- Valid
Jesse Silva personal email
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.
-
Private Client Advisor And Vice President Of InvestmentsJ.P. Morgan Wealth ManagementLake Worth, Fl, Us -
Private Client Advisor And Vice President Of InvestmentsJ.P. Morgan Wealth Management Jul 2023 - PresentNew York, New York, UsElectronic 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 -
Avp - Merrill Financial Solutions AdvisorMerrill Lynch Jul 2022 - Jun 2023New York, Ny, Us -
Financial Solutions AdvisorMerrill Lynch Feb 2020 - Jun 2022New York, Ny, UsProvide 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 Investments that meet individual financial needs.
-
OwnerB.A.R Buddy, Llc Aug 2018 - Dec 2020Developed 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 key markets to identify potential customers and who would benefit from the application. Created innovative marketing and brand strategies to increase product awareness. -
Personal BankerWells Fargo Jan 2017 - Feb 2020San Francisco, California, UsAnalyzed, 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 policies/procedures. -
Relationship ManagerMidflorida Credit Union Nov 2014 - Jan 2017Lakeland, Florida, UsFulfilled 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 environment, adhering to all policies and procedures, including cash handling, along with branch opening and closing processes.
Jesse Silva Skills
Jesse Silva Education Details
-
Indian River State CollegeAnd Related Support Services -
Bloomtech
Frequently Asked Questions about Jesse Silva
What company does Jesse Silva work for?
Jesse Silva works for J.p. Morgan Wealth Management
What is Jesse Silva's role at the current company?
Jesse Silva's current role is Private Client Advisor and Vice President of Investments.
What is Jesse Silva's email address?
Jesse Silva's email address is jesse_silva@ml.com
What schools did Jesse Silva attend?
Jesse Silva attended Indian River State College, Bloomtech.
What are some of Jesse Silva's interests?
Jesse Silva has interest in Psychology, Children's Literature, Gracie Jiu Jitsu, Leadership And Followership, Philosophy.
What skills is Jesse Silva known for?
Jesse Silva has skills like Leadership, Product Marketing, Banking, Video Production, Social Media, Sales, Business Development, Communication, Mentoring, Finance, Photography, Seo.
Who are Jesse Silva's colleagues?
Jesse Silva's colleagues are Frank Trevor, Mariana Cuartin, Rosanna Ramdass, Juan Torres, Dan Postak, Tori Smith, Don Clinkenbeard.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial