Shawn Marks

Shawn Marks Email and Phone Number

Managing Director- JPMorgan Private Client Advisor at J.P. Morgan Wealth Management @ J.P. Morgan Wealth Management
new york, new york, united states
Shawn Marks's Location
Park Ridge, Illinois, United States, United States
Shawn Marks's Contact Details

Shawn Marks personal email

n/a
About Shawn Marks

Shawn Marks is a Managing Director and Private Client Advisor at J.P. Morgan Wealth Management. Bringing three decades of financial services experience to the table, Shawn provides investment management and wealth planning services to his clients, who include entrepreneurs, retirees and high-net-worth individuals and families.Shawn is highly responsive to client needs. He works to ensure a bespoke experience for each individual, who benefits from a personalized strategy addressing their specific challenges and opportunities.A graduate of DePaul University, Shawn holds a B.A.S. in Finance. He launched his career at Merrill Lynch in 1995, where he worked as a Financial Advisor, and gained valuable management experience in his subsequent positions at both William Blair and Morgan Stanley. He joined a J.P. Morgan predecessor firm in 2003.Along with his wife and three children, Shawn makes his home in Deerfield, IL. In his free time, you can find him on a golf course or walking the family dog.

Shawn Marks's Current Company Details
J.P. Morgan Wealth Management

J.P. Morgan Wealth Management

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Managing Director- JPMorgan Private Client Advisor at J.P. Morgan Wealth Management
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Shawn Marks Work Experience Details
  • J.P. Morgan Wealth Management
    Managing Director- Private Client Advisor
    J.P. Morgan Wealth Management Feb 2022 - Present
    Greater Chicago Area
    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., 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© 2023 JPMorgan Chase & Co. All rights reserved
  • J.P. Morgan Chase Bank, N.A.
    Senior Vice President Investments, Private Client Advisor
    J.P. Morgan Chase Bank, N.A. Jan 2003 - Feb 2022
    Greater Chicago Area
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Sep 2001 - Jan 2003
    Chicago, Illinois, United States
  • William Blair
    Financial Advisor
    William Blair Jan 2000 - Sep 2001
    Chicago, Illinois, United States
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Aug 1995 - Jan 2000
    Chicago, Illinois, United States

Shawn Marks Education Details

Frequently Asked Questions about Shawn Marks

What company does Shawn Marks work for?

Shawn Marks works for J.p. Morgan Wealth Management

What is Shawn Marks's role at the current company?

Shawn Marks's current role is Managing Director- JPMorgan Private Client Advisor at J.P. Morgan Wealth Management.

What is Shawn Marks's email address?

Shawn Marks's email address is sh****@****ase.com

What schools did Shawn Marks attend?

Shawn Marks attended Depaul University.

Who are Shawn Marks's colleagues?

Shawn Marks's colleagues are Michael D., Cindy Jo Cunningham, Frank Favata, Sara Leprowse, John-Paul Crocker, Mary Pitta, Bobby Siers, Cfp®.

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