Phil Walling

Phil Walling Email and Phone Number

Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management @ J.P. Morgan
new york, new york, united states
Phil Walling's Location
New York City Metropolitan Area, United States
Phil Walling's Contact Details

Phil Walling personal email

About Phil Walling

Phil Walling is a Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan. He possess expertise in series 63, new york city, well rounded, banking, fixed annuities and 51 more skills.

Phil Walling's Current Company Details
J.P. Morgan

J.P. Morgan

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Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Phil Walling Work Experience Details
  • J.P. Morgan
    Private Client Advisor
    J.P. Morgan Aug 2017 - Present
    New York, New York
    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 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© 2024 JPMorgan Chase & Co. All rights reserved
  • Jpmorgan Chase Bank, N.A.
    Vice President Investments - Financial Advisor Associate
    Jpmorgan Chase Bank, N.A. May 2015 - Aug 2017
  • Wells Fargo
    Officer
    Wells Fargo Oct 2014 - May 2015
  • Green Line Realty Nyc
    Licensed Real Estate Salesperson
    Green Line Realty Nyc Jul 2014 - Oct 2014
    New York, New York
    Rentals, Sales, Property Management
  • Jpmorgan Chase Bank, N.A.
    Assistant Vice President
    Jpmorgan Chase Bank, N.A. Mar 2012 - Jul 2014
    New York, Ny
    National Achiever 2011 and 2012
  • Jpmorgan Chase Bank, N.A.
    Officer
    Jpmorgan Chase Bank, N.A. Mar 2010 - Mar 2012
    Personal Banker
  • John Thomas Financial
    Stockbroker
    John Thomas Financial Dec 2009 - Mar 2010
  • Echo Farms Country Club
    Assistant
    Echo Farms Country Club Apr 2008 - Oct 2008
    Wilmington, Nc
    Assisted PGA professional in day-to-day operations ranging from opening the golf course to running summer camps.

Phil Walling Skills

Series 63 New York City Well Rounded Banking Fixed Annuities Jersey Economics Group Projects Sports Yahoo Corporate Finance Rough Insurance Retirement Planning Holidays Customer Oriented Swaps New York Reviews Investments Relationship Management Communication Mortgage Lending Home Forwards Finance Investment Advisory Futures Financial Services Wealth Management Life Insurance Mutual Funds Equities Devoted Finra Risk Management Credit Deloitte Consumer Lending Interviews Work Well With Others Learner Mind Data Driven Testing Golang Risk Trading Private Banking Retail Banking Resume Retirement Loans Convenience Series 7 Securities Responsibility

Phil Walling Education Details

Frequently Asked Questions about Phil Walling

What company does Phil Walling work for?

Phil Walling works for J.p. Morgan

What is Phil Walling's role at the current company?

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

What is Phil Walling's email address?

Phil Walling's email address is ph****@****hoo.com

What schools did Phil Walling attend?

Phil Walling attended University Of North Carolina Wilmington.

What are some of Phil Walling's interests?

Phil Walling has interest in Investments, Sports, Drawing, Golf, Equity Markets, Fishing.

What skills is Phil Walling known for?

Phil Walling has skills like Series 63, New York City, Well Rounded, Banking, Fixed Annuities, Jersey, Economics, Group Projects, Sports, Yahoo, Corporate Finance, Rough.

Who are Phil Walling's colleagues?

Phil Walling's colleagues are Namoshi Roy, Linda Ghribi, Willie Lee, Diana Zapata, Jean Vandecasteele-Parrots-Breeder, Candace Austin, Philip Arnell.

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