Jonas Rhoden

Managing Director, Market Team Lead @J.P. Morgan Private Bank

Atlanta, GA, US
EMAILS
j••••••••@jpmorgan.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2024 — Present

Managing Director, Market Team Lead @J.P. Morgan Private Bank

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Atlanta, GA, 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

2013 — 2015

Emory University - Goizueta Business School

Master of Business Administration (M.B.A.), Finance, General

2008 — 2011

Georgia State University - J. Mack Robinson College of Business

Bachelor of Business Administration (BBA), Finance, General

2019 — 2019

University of Chicago Booth School of Business Executive Education

Chicago Booth CIMA® Education Program, Finance, General

SKILLS

Microsoft ExcelAnalysisPolicyAuditingPortfolio ManagementMilitaryBudgetGovernmentProcess ImprovementDodForecastingManagerial FinanceRisk ManagementAccounts PayableFinancial AnalysisAccountingSecurity ClearanceFinancial ReportingAccessDefenseStrategic PlanningManagementTrainingCredit & LendingCommandProgram ManagementTrust & Estate PlanningOperational PlanningLeadershipMilitary OperationsWealth ManagementBudgetsFinance

ABOUT JONAS RHODEN

Private Banking | Investment Management | Trust & Estate Planning | Credit & Lending | Wealth Strategy | Philanthropic Solutions | Foundations & Endowments

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