Derek Seibert
Financial Advisor at J.P Morgan Wealth Management
- Role
- Financial Advisor at J.P. Morgan
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Derek Seibert
I am a Associate and Financial Advisor with J.P. Morgan Wealth Management. As a Financial Advisor, I help clients and their families plan and invest to reach their goals. I have over 5 years of experience in financial services. Prior to this role, I was a Financial Advisor with Edward Jones. I joined J.P. Morgan in 2022. I hold the required FINRA Series 7 & 66 and do business with residents of the United States. I graduated from St. Mary\'s with an MBA degree. I am located in Tempe - Scottsdale Arizona. I am a active USTA & USGA member. I can help with your many financial needs, including: • Creating a strategy to reach your financial goals • Managing through life changes • Planning for retirement on your terms • Identifying investment opportunities and staying up to date on market movements• Balancing many goals, such as retirement and education.
Experience
Financial Advisor
Jan 2022 — Present · Scottsdale, AZ, 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 VALUE JPMC 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
Education
Saint Mary's College of California
MBA, Business Administration
2003 — 2005
Western University
Bachelor of Arts - BA
Skills
- Business Planning
- Key Account Development
- Customer Insight
- Trade Marketing
- Consumer Products
- Product Marketing
- Business Strategy
- Nielsen
- Pricing
- Competitive Analysis
- National Accounts
- Grocery
- P&L
- Crm
- Forecasting
- Sales
- Category Management
- Key Account Management
- P&L Management
- Sales Operations
- Pricing Strategy
- Leadership
- New Business Development
- Sales Management
- Cross-Functional Team Leadership
- Strategy
- Market Planning
- Fmcg
- Category Development
- National Account Management
- Shopper Marketing
- Team Building
- Management
- Categorization
- Strategy Development
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.