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Josh Willis, Cima®️ Email & Phone Number

Vice President at J.P. Morgan Asset Management
Location: Los Angeles Metropolitan Area, United States, United States 6 work roles 3 schools
1 work email found @jpmorgan.com 7 phones found area 714, 949, 818, and 562 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 7 phones

Work email j****@jpmorgan.com
Direct phone (714) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
J.P. Morgan Asset Management
Role
Vice President
Location
Los Angeles Metropolitan Area, United States, United States
Company size
4066 employees

Who is Josh Willis, Cima®️? Overview

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Quick answer

Josh Willis, Cima®️ is listed as Vice President at J.P. Morgan Asset Management, a company with 4066 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 714, 949, 818, 562, and a matched LinkedIn profile for Josh Willis, Cima®️.

Josh Willis, Cima®️ previously worked as Regional Vice President at Columbia Management and Regional Vice President at Hartford Funds. Josh Willis, Cima®️ holds Finance And Financial Management Services from Yale School Of Management.

Company email context

Email format at J.P. Morgan Asset Management

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*@jpmorgan.com
68% confidence

AeroLeads found 1 current-domain work email signal for Josh Willis, Cima®️. Compare company email patterns before reaching out.

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Profile bio

About Josh Willis, Cima®️

With over 20 years of financial services experience, Josh Willis has developed relationships with more than 200 of Los Angeles' most recognized and respected wirehouse financial advisors.Joshs' success is attributed to an emphasis on a consultative education process and advice relating to the implementation of protective strategies for the current and future income of retirement portfolios.Josh has a deliberate emphasis on business development and marketing strategies to assist financial advisors in practice management and growth, recognizing the importance in delivering unique and differentiating value to each of his clients. SpecialtiesFee-Based Invesment ManagementExchange Traded FundsMutual FundsSeparately Managed Accounts529’sSocially Responsible Investing Retirement Income PlanningStrategic & Tactical Asset AllocationEstate Planning

Listed skills include Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, and 16 others.

Current workplace

Josh Willis, Cima®️'s current company

Company context helps verify the profile and gives searchers a useful next step.

J.P. Morgan Asset Management
J.P. Morgan Asset Management
Vice President
new york, new york, united states
Website
jpmorgan.am
Employees
4066
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Company profile
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6 roles · 24 years

Josh Willis, Cima®️ work experience

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

Regional Vice President

Hartford Funds

Greater Los Angeles Area

External wholesaler for the Wirehouse division in Los Angeles

May 2012 - May 2015

Regional Marketing Director

The Hartford
  • Responsible for marketing variable annuities to financial advisors at all major wirehouse and regional firms in the Los Angeles Metro area.
  • Delivered group sales presentations to advisors to help position annuities in their business.
  • Worked individually with financial advisors to target potential business opportunities, helped them position the product and close the business.
  • Organized and executed successful client seminars called “Insuring Your Retirement.”
Feb 2012 - May 2012

Regional Vice President

Nationwide Financial
  • Responsible for marketing variable annuities and mutual funds to financial advisors at all major wirehouse and regional firms in the Los Angeles Metro area.
  • Delivered group sales presentations to advisors to help position annuities in their business.
  • Worked individually with financial advisors to target potential business opportunities, helped them position the product and close the business.
  • Organized and executed successful client seminars called “Insuring Your Retirement.”
Sep 2006 - Feb 2012

Regional Vice President

Pacific Life
  • Responsible for marketing variable annuities and mutual funds to financial advisors at all major wirehouse and regional firms in Upstate New York. (300% year over year growth 2005-2006)
  • Delivered group sales presentations to advisors to help position annuities in their business.
  • Worked individually with financial advisors to target potential business opportunities, helped them position the product and close the business.
2002 - 2006 ~4 yrs
Team & coworkers

Colleagues at J.P. Morgan Asset Management

Other employees you can reach at jpmorgan.am. View company contacts for 4066 employees →

KD Ksenija Dzunic Ksenija Dzunic Colleague at J.P. Morgan Asset Management Zürich Metropolitan Area, Switzerland View → AH Abhinandan Huddar Abhinandan Huddar Colleague at J.P. Morgan Asset Management Mumbai, Maharashtra, India, India View → AH Angela Hui Angela Hui Colleague at J.P. Morgan Asset Management Hong Kong SAR, Hong Kong View → CA Craig Alfo Craig Alfo Colleague at J.P. Morgan Asset Management Japan, Japan View → WW Winsome Wilson Winsome Wilson Colleague at J.P. Morgan Asset Management Brooklyn, New York, United States, United States View → AM Amanda Melvin Amanda Melvin Colleague at J.P. Morgan Asset Management New York, New York, United States, United States View → TL Thomas Lehman Thomas Lehman Colleague at J.P. Morgan Asset Management Brooklyn, New York, United States, United States View → AA Ahmed Ali Ahmed Ali Colleague at J.P. Morgan Asset Management Pakistan, Pakistan View → CW Chi Wong Chi Wong Colleague at J.P. Morgan Asset Management Hong Kong SAR, Hong Kong View → AL Amy Lin Amy Lin Colleague at J.P. Morgan Asset Management Taiwan, Taiwan, Province Of China View →
3 education records

Josh Willis, Cima®️ education

Education record

Crescenta Valley Hs
FAQ

Frequently asked questions about Josh Willis, Cima®️

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

What company does Josh Willis, Cima®️ work for?

Josh Willis, Cima®️ works for J.P. Morgan Asset Management.

What is Josh Willis, Cima®️'s role at J.P. Morgan Asset Management?

Josh Willis, Cima®️ is listed as Vice President at J.P. Morgan Asset Management.

What is Josh Willis, Cima®️'s email address?

AeroLeads has found 1 work email signal at @jpmorgan.com for Josh Willis, Cima®️ at J.P. Morgan Asset Management.

What is Josh Willis, Cima®️'s phone number?

AeroLeads has found 7 phone signal(s) with area code 714, 949, 818, 562 for Josh Willis, Cima®️ at J.P. Morgan Asset Management.

Where is Josh Willis, Cima®️ based?

Josh Willis, Cima®️ is based in Los Angeles Metropolitan Area, United States, United States while working with J.P. Morgan Asset Management.

What companies has Josh Willis, Cima®️ worked for?

Josh Willis, Cima®️ has worked for J.P. Morgan Asset Management, Columbia Management, Hartford Funds, The Hartford, and Nationwide Financial.

Who are Josh Willis, Cima®️'s colleagues at J.P. Morgan Asset Management?

Josh Willis, Cima®️'s colleagues at J.P. Morgan Asset Management include Ksenija Dzunic, Abhinandan Huddar, Angela Hui, Craig Alfo, and Winsome Wilson.

How can I contact Josh Willis, Cima®️?

You can use AeroLeads to view verified contact signals for Josh Willis, Cima®️ at J.P. Morgan Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Josh Willis, Cima®️ attend?

Josh Willis, Cima®️ holds Finance And Financial Management Services from Yale School Of Management.

What skills is Josh Willis, Cima®️ known for?

Josh Willis, Cima®️ is listed with skills including Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Variable Annuities, Investments, Series 7, and Wealth Management.

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