Ronald Olivieri

Ronald Olivieri Email and Phone Number

Private Client Advisor and Vice President of Investments @ J.P. Morgan
Jupiter, FL, US
Ronald Olivieri's Location
Jupiter, Florida, United States, United States
About Ronald Olivieri

I am a Private Client Advisor and Vice President of Investments 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 over 10 years of experience in financial services. I hold the required FINRA Series 7, 66, and life, health and variable annuity insurance licenses.I graduated from the University of Florida with a bachelor's of science degree in business administration. I enjoy spending time with my wife and children; our family is dedicated and active in our Church. I enjoy playing piano, the outdoors, and I am an avid sports fan. 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

Ronald Olivieri's Current Company Details
J.P. Morgan

J.P. Morgan

View
Private Client Advisor and Vice President of Investments
Jupiter, FL, US
Website:
jpmorgan.com
Employees:
75129
Ronald Olivieri Work Experience Details
  • J.P. Morgan
    Private Client Advisor And Vice President Of Investments
    J.P. Morgan
    Jupiter, Fl, Us
  • J.P. Morgan
    Private Client Advisor & Vice President Of Investments
    J.P. Morgan Jun 2024 - Present
    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
  • J.P. Morgan Chase Bank, N.A.
    Private Client Banker
    J.P. Morgan Chase Bank, N.A. Oct 2019 - May 2024
  • J.P. Morgan Chase Bank, N.A.
    Relationship Banker
    J.P. Morgan Chase Bank, N.A. Jul 2017 - Oct 2019
  • Bank Of America
    Relationship Manager
    Bank Of America Mar 2016 - Jul 2017
  • Bank Of America
    Operations Manager
    Bank Of America Jun 2014 - Mar 2016
  • American Campus Communities
    Community Assistant
    American Campus Communities May 2013 - May 2014
    Gainesville, Florida

Ronald Olivieri Education Details

Frequently Asked Questions about Ronald Olivieri

What company does Ronald Olivieri work for?

Ronald Olivieri works for J.p. Morgan

What is Ronald Olivieri's role at the current company?

Ronald Olivieri's current role is Private Client Advisor and Vice President of Investments.

What schools did Ronald Olivieri attend?

Ronald Olivieri attended University Of Florida.

Who are Ronald Olivieri's colleagues?

Ronald Olivieri's colleagues are Arman Chowdhury, Michael Helfrich, Cpa, Cma, Ctp, Sercan Durmuş, Max Erickson, Sudarshan Kn, Marek Rzeszotko, Carly Kugler.

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