O'Shane Morris Crpc™

O'Shane Morris Crpc™ Email and Phone Number

Vice President of Investments, Private Client Advisor at J.P. Morgan Wealth Management @ J.P. Morgan
O'Shane Morris Crpc™'s Location
Atlanta, Georgia, United States, United States
O'Shane Morris Crpc™'s Contact Details

O'Shane Morris Crpc™ work email

O'Shane Morris Crpc™ personal email

n/a
About O'Shane Morris Crpc™

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

O'Shane Morris Crpc™'s Current Company Details
J.P. Morgan

J.P. Morgan

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Vice President of Investments, Private Client Advisor at J.P. Morgan Wealth Management
O'Shane Morris Crpc™ Work Experience Details
  • J.P. Morgan
    Vice President Of Investments, Private Client Advisor
    J.P. Morgan Jul 2024 - Present
    New York, Ny, Us
    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. (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
  • Merrill Lynch
    Assistant Vice President, Merrill Financial Solutions Advisor
    Merrill Lynch Jan 2023 - Jul 2024
    New York, Ny, Us
  • Ubs
    Financial Advisor
    Ubs May 2022 - Dec 2022
    Zurich, Ch
  • Ubs
    Training Financial Advisor
    Ubs Jan 2022 - May 2022
    Zurich, Ch
  • Barnum Financial Group
    Financial Services Representative
    Barnum Financial Group Jun 2018 - Jan 2022
    Shelton, Connecticut, Us

O'Shane Morris Crpc™ Education Details

  • Elon University
    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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