O'Shane Morris Crpc™ Email and Phone Number
O'Shane Morris Crpc™ work email
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O'Shane Morris Crpc™ personal email
I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest toward their goals.I have 6 years of experience in financial services. Prior to this role, I was a Financial Solutions Advisor at Merrill Lynch . I joined J.P. Morgan in 2024. I hold the required FINRA Series 7, 66, and life & health insurance licenses. I can help with your many financial needs, including: • Creating a strategy toward your financial goals• Managing through life changes• Planning for retirement on your terms• Diversifying your portfolio• Identifying investment opportunities and staying up to date on market movements
J.P. Morgan
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Vice President Of Investments, Private Client AdvisorJ.P. Morgan Jul 2024 - PresentNew York, Ny, 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. (JPMC), 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 VALUE JPMC 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-informationlinkedin© 2024 JPMorgan Chase & Co. All rights reserved -
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O'Shane Morris Crpc™ Education Details
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Elon University
Frequently Asked Questions about O'Shane Morris Crpc™
What company does O'Shane Morris Crpc™ work for?
O'Shane Morris Crpc™ works for J.p. Morgan
What is O'Shane Morris Crpc™'s role at the current company?
O'Shane Morris Crpc™'s current role is Vice President of Investments, Private Client Advisor at J.P. Morgan Wealth Management.
What is O'Shane Morris Crpc™'s email address?
O'Shane Morris Crpc™'s email address is om****@****mfg.com
What schools did O'Shane Morris Crpc™ attend?
O'Shane Morris Crpc™ attended Elon University.
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