Andrea Swanson
Associate, Banker @J.P. Morgan Private Bank
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WORK HISTORY
Associate, Banker @J.P. Morgan Private Bank
Scottsdale, AZ, US
J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co.(JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively \"JPMCB\") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (\"JPMS\"), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEJPM, 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 these disclosures: opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.\"Likes\",\"Favorites\" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
EDUCATION
University of Florida
Bachelor of Science, Business Administration
NYU Stern School of Business
Master of Business Administration (MBA), Finance, Strategy, and Sustainable Business and Innovation
SKILLS
ABOUT ANDREA SWANSON
I am an Associate Banker at J.P. Morgan Private Bank in Scottsdale, Arizona and am responsible for partnering with an integrated team of specialists to deliver account maintenance, portfolio analytics, and customized investment strategies for wealthy individuals and families.I joined the firm in August, 2019. Previously, I worked for New York University in New York City as a Major Gifts Officer. While at NYU, I worked closely with philanthropists seeking to make a strategic impact through their philanthropy.I received my Masters of Business Administration from New York University Stern in 2019, specializing in Finance, Strategy, and Sustainable Business and Innovation. I previously received my Bachelors of Science in Business Administration from the University of Florida. I hold Series 7 and 63 securities licenses.I have enjoyed returning to South Florida after growing up in the Jupiter area. When I am not at J.P. Morgan, you will find me cooking, cycling around town, and traveling abroad, particularly to South America. I am also working towards my 200 hour teacher training yoga instructor license through YogaFit.
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