JPMC
The Private Client Advisor at J.P. Morgan Chase offers comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management. This role focuses on building client relationships and delivering personalized investment solutions rather than direct portfolio management. The advisor leverages digital technology and financial expertise to help clients monitor their investments and achieve their financial goals.
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 JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
8% above the average for this role