Andrew McConnell

About Andrew McConnell

I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest toward their goals.I have nearly 3 years of experience in financial services. Prior to this role, Iwas a Financial Advisor at Corebridge Financial. I joined J.P. Morgan in 2024. I hold the required FINRA Series 7 & 66, and life & health insurance licenses.I graduated from New Mexico State University with a MFA. I am locatedin downtown Minneapolis.I enjoy yoga, soccer, and music, both playing and watching. I like to spend summers outside as much as possible on my paddleboard or walking my dog around the beautiful lakes and parks. I can help with your many financial needs, including: • Creating a strategy toward your financial goals• Checking in on your investment portfolio• Managing through life changes• Planning for retirement on your terms• Diversifying your portfolio• Identifying investment opportunities and staying up to date on market movements

Experience

1. Private Client Advisor and Vice President of Investments

   J.P. Morgan

   Jun 2024 — Present · Minneapolis, MN, US

   Andrew McConnell is a Private Client Advisor with J.P. Morgan Wealth ManagementElectronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages ThatRequire Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.(JPMC), which offers investmentproducts and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investmentadviser, 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 andJPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not availablein all states.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANYFEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electroniccommunications. Communications are for US residents only, subject to the following opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described maynot be suitable for all investors, nor should it be relied upon as investment advice, guidance or arecommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders viaLinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for thirdparty posted content. Experience, skills or posts are not indications of future results. Additional 2024 JPMorgan Chase & Co. All rights reserved

Education

• California Lutheran University

  BA, Fine/Studio Arts, General

  1987 — 1991

• New Mexico State University

  Master of Fine Arts - MFA

Skills

• Inkjet
• Direct Marketing
• Labels
• Account Management
• Packaging
• Marketing Strategy
• Sales Management
• Pre-Press
• Scanners
• Trade Shows
• Wide Format Printing
• Digital Printing
• Graphic Arts
• Color Management
• Offset Printing
• Photocopier
• Strategic Planning
• Bindery
• Large Format Printing
• Creative Direction
• Adobe Acrobat
• Solution Selling
• Variable Data Printing
• Print Management
• Sales
• Print on Demand
• New Business Development