Lisa Davidson

Lisa Davidson Email and Phone Number

Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management @
Lisa Davidson's Location
Chicago, Illinois, United States, United States
Lisa Davidson's Contact Details

Lisa Davidson work email

Lisa Davidson personal email

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.

Lisa Davidson's Current Company Details
J.P. Morgan Wealth Management

J.P. Morgan Wealth Management

Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management
Lisa Davidson Work Experience Details
  • J.P. Morgan Wealth Management
    Private Client Advisor
    J.P. Morgan Wealth Management Nov 2019 - Present
    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
  • Hoopis Group
    Director Of Financial Services/Associate Wealth Management Advisor To Bret Hartung, Partner
    Hoopis Group Aug 2014 - Nov 2019
    Greater Chicago Area
  • Northwestern Mutual
    Associate Financial Advisor
    Northwestern Mutual Jan 2008 - Aug 2014
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual May 2006 - Dec 2007
    Crystal Lake

Lisa Davidson Skills

Customer Service Finance Asset Allocation Coaching Disability Insurance Financial Services Event Planning Financial Analysis Creative Problem Solving Team Building Leadership Strategic Planning Executive Office Administration Management Insurance

Lisa Davidson Education Details

Frequently Asked Questions about Lisa Davidson

What company does Lisa Davidson work for?

Lisa Davidson works for J.p. Morgan Wealth Management

What is Lisa Davidson's role at the current company?

Lisa Davidson's current role is Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management.

What is Lisa Davidson's email address?

Lisa Davidson's email address is ld****@****hoo.com

What schools did Lisa Davidson attend?

Lisa Davidson attended Columbia College, Mchenry County College, Southern Illinois University, Carbondale.

What skills is Lisa Davidson known for?

Lisa Davidson has skills like Customer Service, Finance, Asset Allocation, Coaching, Disability Insurance, Financial Services, Event Planning, Financial Analysis, Creative Problem Solving, Team Building, Leadership, Strategic Planning.

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