Erol Ertumen
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
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Erol Ertumen
I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals. I have over 20 years of experience in financial services. Prior to this role, I was a Financial Solutions Advisor at Bank of America Merrill Lynch. I joined J.P. Morgan in 2026. I hold the required FINRA Series 7 and Series 66 licenses and do business with residents of TX and NC. I graduated from Randolph-Macon College with an undergraduate degree in Philosophy and Psychology. I also secured a Masters degree in Personal Financial Planning from the College for Financial Planning. I am located in Humble, TX. When not working, you may find me running, playing tennis, or lifting, watching my son play football or attending a concert or a cool place to eat somewhere in Houston. I\'m a member of Houston\'s First Baptist and faith is my cornerstone. I can help with your many financial needs, including: • Creating a strategy to reach your financial goals • Checking in on your investment portfolio • Managing through life changes • Planning for retirement on your terms • Diversifying your portfolio CERTIFIED FINANCIAL PLANNER (CFP®)Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP®, in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Experience
Private Client Advisor & Vice President of Investments
Feb 2026 — Present · Houston, TX, US
Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.(JPMC), which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. Insurance products are made availablethrough Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as ChaseInsurance Agency Services, Inc. in Florida. Certain custody and other services are provided byJPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA and JPMCB are affiliated companies under thecommon control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor allelectronic communications. Communications are for US residents only, subject to the followingdisclosures: opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategiesdescribed 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 notaccept 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 offuture results. Additional important © 2025 JPMorgan Chase & Co. All rights reserved
Education
College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning and Services
2018 — 2018
George Mason University
Economics
2010 — 2011
College for Financial Planning
Master of Science in Personal Financial Planning, Financial Planning
Randolph-Macon College
Philosophy and Psychology
Randolph-Macon College
Undergraduate, Philosophy, Psychology,Ethics
1997 — 2001
College for Financial Planning
CERTIFIED FINANCIAL PLANNER
2019 — 2021
Skills
- Sales
- Underwriting
- Salesforce.com
- Bus
- Retail Banking
- Customer Satisfaction
- Networking
- Customer Service
- Team Building
- Management
- Credit Analysis
- Coaching
- Building Relationships
- Marketing
- Banking
- Leadership
- Strategic Planning
- Portfolio Management
- Cross Selling
- Financial Services
- Crm
- Cold Calling
- Sales Presentations
- Partnering
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