Michael J. Parisi

Role
Vice President of Investments Private Client Advisor at J.P. Morgan
Location
Ridgewood, NJ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Vice President of Investments Private Client Advisor

    J.P. Morgan

    Sep 2017 — Present · Ridgewood, NJ, US

    Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages ThatRequire Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.(JPMC), which offers investmentproducts and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investmentadviser, 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 andJPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not availablein all states.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANYFEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electroniccommunications. Communications are for US residents only, subject to the following opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described maynot be suitable for all investors, nor should it be relied upon as investment advice, guidance or arecommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders viaLinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for thirdparty posted content. Experience, skills or posts are not indications of future results. Additional 2024 JPMorgan Chase & Co. All rights reserved

Education

  • University of Delaware

    Bachelor's Degree, Political Science / Economics

    1997

Skills

  • 401k
  • Equities
  • Investments
  • Financial Advisory
  • Residential Mortgages
  • Portfolio Management
  • Loans
  • Financial Services
  • Series 63
  • Fixed Income
  • Sales
  • Retirement
  • Strategic Financial Planning
  • Retirement Planning
  • Wealth Management
  • Financial Analysis
  • Investment Advisory
  • Series 66
  • Relationship Management
  • Insurance
  • Series 24
  • Credit Risk
  • Securities
  • Estate Planning
  • Wealth
  • Asset Management
  • Mortgage Lending
  • Mortgage Banking
  • Investment Strategies
  • Credit
  • Fha
  • Asset Allocation
  • Banking
  • Mutual Funds
  • Risk Management
  • Series 7

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Michael J. Parisi — Vice President of Investments Private Client Advisor at J.P. Morgan in Ridgewood, NJ, US | Unifers