Chad Persaud
Vice President, Practice Management Consultant at J.P. Morgan | MBA, MS in Personal Financial Planning
- Role
- Vice President, Practice Management Consultant at J.P. Morgan
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Chad Persaud
As a CERTIFIED FINANCIAL PLANNER™ professional and seasoned wealth management leader, I bring over a decade of experience helping clients, advisors, and teams achieve meaningful financial outcomes through disciplined planning, relationship excellence, and strategic business growth. Currently serving as a Practice Management Consultant at J.P. Morgan Wealth Management, I partner with financial advisors and regional leadership to strengthen advisory practices, enhance client engagement, and drive long-term business performance through data-driven coaching and goals-based strategies.Previously, as a Financial Consultant at Fidelity Investments and a Wealth Advisor at Charles Schwab, I delivered personalized, fiduciary advice to high net-worth clients—crafting holistic financial plans, optimizing investment portfolios, and guiding clients through complex retirement, tax, and estate planning needs. Across every role, my focus has remained consistent: building trust, simplifying complexity, and empowering others to make confident financial decisions.I combine advanced credentials with practical leadership experience to deliver high-impact results: • CFP® | CWS® | AWMA™ | CRPC™ | MPAS™ • FINRA Series 7, 66, 9/10 • MBA in Finance, Florida International University • MS in Personal Financial PlanningDriven by curiosity, integrity, and a passion for elevating both clients and advisors, I thrive at the intersection of financial planning, behavioral coaching, and strategic practice management.I’m always open to connecting with like-minded professionals who share a passion for advancing the future of advice, financial literacy, and client experience excellence.
Experience
Vice President, Practice Management Consultant
Sep 2025 — Present · Orlando, FL, US
Education
University of Central Florida
Bachelor’s Degree, International Relations
2009 — 2012
Florida International University
Master of Business Administration - MBA, Finance
2017 — 2018
College for Financial Planning
Master of Science - MS, Financial Planning
2019 — 2021
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