Wealth Advisor | J.P. Morgan Wealth Management
jpmorgan.com
moneythink.org
firstrepublic.com
harveyllc.com
Wealth Advisor
J.P. Morgan
• www.linkedin.com/company/jpmorgan
• Full-time
Sep 2024 - Present
San Diego, California, United States
Associate Wealth Manager, J.P. Morgan Wealth Management | First Republic now part of JPMorgan Chase
J.P. Morgan
• www.linkedin.com/company/jpmorgan
• Full-time
Jul 2023 - Sep 2024
San Diego, California, United States
Associate Wealth Manager
First Republic Private Wealth Management
• www.linkedin.com/company/firstrepublic
• Full-time
Feb 2022 - Jun 2023
San Diego, California, United States
Client Relationship Analyst
First Republic Private Wealth Management
• www.linkedin.com/company/firstrepublic
• Full-time
Feb 2021 - Feb 2022
San Diego, California, United States
Registered Client Service Associate
First Republic Private Wealth Management
• www.linkedin.com/company/firstrepublic
• Full-time
Mar 2020 - Feb 2021
San Diego, California, United States
Resident
Janes Financial Center Residency Program
Aug 2015 - Apr 2016
Chapman University
