Jesse Silva Email & Phone Number
@ml.com
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Who is Jesse Silva? Overview
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Jesse Silva is listed as Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management, 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.
Email format at J.P. Morgan Wealth Management
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AeroLeads found 1 current-domain work email signal for Jesse Silva. Compare company email patterns before reaching out.
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.
Jesse Silva's current company
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Jesse Silva work experience
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Private Client Advisor And Vice President Of Investments
Private Client Advisor And Vice President Of Investments
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
Avp - Merrill Financial Solutions Advisor
Financial Solutions Advisor
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 Investments that meet individual financial needs.
Owner
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 key markets to identify potential customers and who would benefit from the application. Created innovative marketing and brand strategies to increase product awareness.
Personal Banker
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 policies/procedures.
Relationship Manager
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 environment, adhering to all policies and procedures, including cash handling, along with branch opening and closing processes.
Jesse Silva education
Bachelor'S Degree, Business, Management, Marketing, And Related Support Services
Education record
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.
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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