David Follett

Banker at J.P. Morgan Private Bank

Role
Vice President at J.P. Morgan
Location
Minneapolis, MN, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Vice President

    J.P. Morgan

    Jan 2025 — Present · Minneapolis, MN, US

    J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co.(JPM). INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Education

  • University of Puget Sound

    Bachelor of Arts (B.A.), Business Administration (Honors Program)

  • University of Puget Sound

    Bachelor of Arts (B.A.), Economics

Skills

  • Microsoft Powerpoint
  • Data Analysis
  • Customer Service
  • Powerpoint
  • Microsoft Excel
  • Microsoft Word
  • Leadership
  • Tableau
  • Microsoft Office

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David Follett — Vice President at J.P. Morgan in Minneapolis, MN, US | Unifers