Andy Rubio
Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management
- Role
- Private Client Advisor at JPMorganChase
- Location
- New Hyde Park, NY, US
- LinkedIn followers
- 500 followers
About Andy Rubio
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 14 years of experience in financial services. Prior to this role, Iwas a Financial Solutions Advisor at Merrill Lynch. I rejoined J.P. Morgan in 2022. I hold the required FINRA Series 7, 63, & 66, and life & health insurance licenses.I graduated from Hult International Business School with an MBA degree. I am locatedin New Hyde Park, NY and Hempstead, NY.In my free time I enjoy playing soccer with my family or cooking typical Ecuadorian dishes.I can help with your many financial needs by creating a strategy toward your financial goals, checking in on your investment portfolio, and managing through your life changes.The mark of WMCP® is the property of The American College of Financial Services and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The College can disallow use of the WMCP® if advisors do not adhere to the program\'s ethical standards, continuing education, and other requirements. Chartered Retirement Planning Counselor SM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Experience
Private Client Advisor
May 2022 — Present · New Hyde Park, NY, US
Electronic 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
Hult International Business School
Masters of Business Administration, MBA, Project Management
2018 — 2019
Queens College
Bachelor's Degree, Economics
2008 — 2015
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