Lisa Davidson
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Lisa Davidson Email & Phone Number

Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan Wealth Management
Location: Chicago, Illinois, United States 4 work roles 3 schools
1 work email found @jpmorgan.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@jpmorgan.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
J.P. Morgan Wealth Management
Role
Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management
Location
Chicago, Illinois, United States

Who is Lisa Davidson? Overview

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Quick answer

Lisa Davidson is listed as Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan Wealth Management, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Lisa Davidson.

Lisa Davidson previously worked as Private Client Advisor at J.P. Morgan Wealth Management and Director of Financial Services/Associate Wealth Management Advisor to Bret Hartung, Partner at Hoopis Group. Lisa Davidson holds Bachelor Of Science, Finance, Magna Cum Laude from Columbia College.

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Email format at J.P. Morgan Wealth Management

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ldavidson@jpmorgan.com
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AeroLeads found 1 current-domain work email signal for Lisa Davidson. Compare company email patterns before reaching out.

Profile bio

About Lisa Davidson

Lisa Davidson is a Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan Wealth Management. She possess expertise in customer service, finance, asset allocation, coaching, disability insurance and 10 more skills.

Listed skills include Customer Service, Finance, Asset Allocation, Coaching, and 11 others.

Current workplace

Lisa Davidson's current company

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J.P. Morgan Wealth Management
J.P. Morgan Wealth Management
Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management
4 roles

Lisa Davidson work experience

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Private Client Advisor

Current
J.P. Morgan Wealth Management

Greater Chicago Area

Lisa Davidson is a Private Client Advisor with J.P. Morgan Wealth Management. 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

Nov 2019 - Present

Director Of Financial Services/Associate Wealth Management Advisor To Bret Hartung, Partner

Greater Chicago Area

Aug 2014 - Nov 2019
3 education records

Lisa Davidson education

General Studies

Certificates/Credentials: * * FITTR - Fitness Instructor Training Awarded on 12/03

FAQ

Frequently asked questions about Lisa Davidson

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

What company does Lisa Davidson work for?

Lisa Davidson works for J.P. Morgan Wealth Management.

What is Lisa Davidson's role at J.P. Morgan Wealth Management?

Lisa Davidson is listed as Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan Wealth Management.

What is Lisa Davidson's email address?

AeroLeads has found 1 work email signal at @jpmorgan.com for Lisa Davidson at J.P. Morgan Wealth Management.

Where is Lisa Davidson based?

Lisa Davidson is based in Chicago, Illinois, United States while working with J.P. Morgan Wealth Management.

What companies has Lisa Davidson worked for?

Lisa Davidson has worked for J.P. Morgan Wealth Management, Hoopis Group, and Northwestern Mutual.

How can I contact Lisa Davidson?

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

What schools did Lisa Davidson attend?

Lisa Davidson holds Bachelor Of Science, Finance, Magna Cum Laude from Columbia College.

What skills is Lisa Davidson known for?

Lisa Davidson is listed with skills including Customer Service, Finance, Asset Allocation, Coaching, Disability Insurance, Financial Services, Event Planning, and Financial Analysis.

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