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Phillip Kaplan Email & Phone Number

Managing Director , Regional Director Wealth Managment at J.P. Morgan
Location: Carlsbad, California, United States 3 work roles 1 school
2 work emails found @jpmorgan.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email p****@jpmorgan.com
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Current company
Role
Managing Director , Regional Director Wealth Managment
Location
Carlsbad, California, United States
Company size

Who is Phillip Kaplan? Overview

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Quick answer

Phillip Kaplan is listed as Managing Director , Regional Director Wealth Managment at J.P. Morgan, a with 75129 employees, based in Carlsbad, California, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Phillip Kaplan.

Phillip Kaplan previously worked as Managing Director , Regional Director Wealth Managment at Jpmorgan Chase Bank, N.A. and Regional Investment Manager at Cuna Mutual Group. Phillip Kaplan holds Economics from Westminster College (Mo).

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*@jpmorgan.com
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Profile bio

About Phillip Kaplan

Phillip Kaplan is a Managing Director , Regional Director Wealth Managment at J.P. Morgan. He possess expertise in alternative investments, series 63, financial advisory, fixed annuities, fixed income and 25 more skills.

Listed skills include Alternative Investments, Series 63, Financial Advisory, Fixed Annuities, and 26 others.

Current workplace

Phillip Kaplan's current company

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J.P. Morgan
J.P. Morgan
Managing Director , Regional Director Wealth Managment
Carlsbad, CA, US
Website
Employees
75129
AeroLeads page
3 roles

Phillip Kaplan work experience

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Managing Director , Regional Director Wealth Managment

Carlsbad, Ca, Us

Managing Director , Regional Director Wealth Managment

Current

Southern California

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registeredbroker-dealer and investment adviser, member FINRA and SIPC. Insurance products aremade available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency,doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody andother services are provided by JPMorgan Chase Bank… Show more J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registeredbroker-dealer and investment adviser, member FINRA and SIPC. Insurance products aremade available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency,doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody andother services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA andJPMCB 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 allelectronic communications. Communications are for US residents only, subject to thefollowing disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Anyviews/strategies described may not be suitable for all investors, nor should it be relied upon asinvestment advice, guidance or a recommendation to purchase, hold or sell any investment orstrategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC doesnot 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 importantinformation:https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved Show less

Mar 2001 - Present
Team & coworkers

Colleagues at J.P. Morgan

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1 education record

Phillip Kaplan education

FAQ

Frequently asked questions about Phillip Kaplan

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

What company does Phillip Kaplan work for?

Phillip Kaplan works for J.P. Morgan.

What is Phillip Kaplan's role at J.P. Morgan?

Phillip Kaplan is listed as Managing Director , Regional Director Wealth Managment at J.P. Morgan.

What is Phillip Kaplan's email address?

AeroLeads has found 2 work email signals at @jpmorgan.com for Phillip Kaplan at J.P. Morgan.

Where is Phillip Kaplan based?

Phillip Kaplan is based in Carlsbad, California, United States while working with J.P. Morgan.

What companies has Phillip Kaplan worked for?

Phillip Kaplan has worked for J.P. Morgan, Jpmorgan Chase Bank, N.A., and Cuna Mutual Group.

Who are Phillip Kaplan's colleagues at J.P. Morgan?

Phillip Kaplan's colleagues at J.P. Morgan include Fazal Shehzad, Matthew Watkins, Cfa, Mcdonough J, Lalit Khatri, and Dick Sexton.

How can I contact Phillip Kaplan?

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

What schools did Phillip Kaplan attend?

Phillip Kaplan holds Economics from Westminster College (Mo).

What skills is Phillip Kaplan known for?

Phillip Kaplan is listed with skills including Alternative Investments, Series 63, Financial Advisory, Fixed Annuities, Fixed Income, Retirement Planning, Wealth Management Services, and Portfolio Management.

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