Antonio Coria
Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management
- Role
- Private Client Advisor & Vice President of Investments at J.P. Morgan
- Location
- Webster, TX, US
- LinkedIn followers
- 500 followers
About Antonio Coria
I am a Vice President and Private Client Advisor with J.P. Morgan Wealth Management. As a PrivateClient Advisor, I help clients and their families plan and invest toward their goals.I have over 15 years of experience in financial services. I joined J.P. Morgan in 2018. I hold the required FINRA Series7 63 & 66 life & health insurance licenses. I am located in the Clear Lake Area, at the Gatebrook Branch.I belong to the Bay Harbour Methodist Church. I am a married father of three. In my spare time, I enjoy reading and coaching my children in sports.I can help with your many financial needs, including • Creating a strategy toward your financial goals• 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
Private Client Advisor & Vice President of Investments
Aug 2024 — Present · Houston, TX, 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
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