JPMorganChase
The Client Advisor role at J.P. Morgan Asset Management focuses on expanding the firm's presence across Houston, surrounding markets, and Louisiana, with a primary emphasis on Wirehouse Financial Advisors. This position involves leading an Integrated Client Team to deliver tailored investment solutions, including ETFs, mutual funds, and alternatives, while communicating market perspectives to drive growth and client outcomes. Success in this role requires strong relationship management, a consultative sales approach, and close collaboration with internal partners to achieve outstanding results.
JPMorgan Chase is a leading global financial services firm that provides a full range of banking, investment banking, asset and wealth management, and payments and treasury services to consumers, businesses, governments, and institutions. Its consumer business operates under the Chase brand, offering retail banking, credit cards, mortgages and auto loans, while J.P. Morgan delivers corporate & investment banking, markets, securities services and asset management. Headquartered in New York, the firm combines scale, technology and risk management to serve clients worldwide. It is one of the largest banks by assets and is widely recognized for its capital markets expertise and integrated financial solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMorganChase.
JPMorganChase didn’t post a salary, so this is our estimate from similar listings.
56% above the average for this role
Regional Director (External Wholesaler)
Goldman Sachs
Regional Director (External Wholesaler)
Goldman Sachs Asset Management
Senior Investment Consultant
Thornburg Investment Management
External Wholesaler - Retail Sales – Dallas / Fort Worth (TX) Territory
NYLPRD
Vice President (VP), Investment Consultant
Calamos Investments
Internal Client Advisor Associate
JPMC