Abe Borenstein
Managing Director and Wealth Partner at J.P. Morgan Wealth Management
- Role
- Managing Director and Wealth Partner at J.P. Morgan
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Abe Borenstein
I am a Managing Director at J.P. Morgan Wealth Management. With over 40 years of investment experience, I joined J.P. Morgan Wealth Management as a Managing Director in 2023. Prior to 2023, I spent 16 years at First Republic Investments as a Senior Managing Director. Prior to this I was a Branch Manager at Ryan Beck & Co for 6 years and a Senior Vice President/Branch Manager at Prudential Securities for 15 years. I received my Bachelor of Business Administration degree in Finance from Bernard Baruch College, City University of New York. I also serve as an Arbitrator for FINRA.At J.P. Morgan, I specialize in Wealth Management. I pride myself in identifying client goals and objectives, then matching the proper investments, advice, and counseling along with superior client service. A seasoned and experienced team supports our efforts to satisfy all our client needs.
Experience
Managing Director and Wealth Partner
Jul 2023 — Present · New York, NY, US
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: 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: 2024 JPMorgan Chase & Co. All rights reserved
Education
Baruch College
Finance
1975 — 1979
Skills
- Fixed Income
- Investments
- Portfolio Management
- Mutual Funds
- Wealth Management
- Equities
- Series 7
- Alternative Investments
- Institutional Investors
- Investment Advisory
- Institutional Investments
- Capital Markets
- Derivatives
- Options
- Series 63
- Hedge Funds
- Securities
- Strategic Financial Planning
- Investment Management
- Asset Allocation
- Asset Management
- Investment Banking
- Investment Strategies
- Private Banking
- Financial Services
- Financial Advisory
- Finra
- Private Equity
- Trading
- Series 24
- Bonds
- Banking
- Equity Research
- Bloomberg
- Wealth Management Services
- Series 65
- Structured Products
- Etfs
- High Net Worth Individuals
- Financial Markets
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