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Franz Berdugo
Private Client Advisor & Vice President of Investments @J.P. Morgan Private Bank
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WORK HISTORY
Private Client Advisor & Vice President of Investments @J.P. Morgan Private Bank
US
J.P. Morgan Private Bank offers products and services through JPMorgan Chase Bank, N.A, or any of its affiliates (together, J.P. Morgan), part of JPMorgan Chase & Co (JPM).Opinions and comments may not reflect those of J.P. Morgan or its affiliates. Content is intended for Latin America residents and should not be considered a recommendation or endorsement by J.P. Morgan for any product, service or strategy. J.P. Morgan does not provide tax or legal advice, and will not accept orders via messaging systems. J.P. Morgan is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Please read the Private Bank Legal Disclaimer (https://privatebank.jpmorgan.com/nam/en/disclosures/legal-disclaimer) and the Private Bank Social Media Disclosures (https://privatebank.jpmorgan.com/gl/en/disclosures/social-media-important-information).
EDUCATION
Florida International University
Bachelor of Business Administration (BBA), Finance and Management Information Systems
ABOUT FRANZ BERDUGO
I am a Vice President and Private Banker with J.P. Morgan Private Bank. As a Private Banker, I help clients and their families plan and invest to reach their goals.I have over 10 years of experience in financial services. I joined J.P. Morgan in 2024. I hold the required FINRA Series 7 & 66 licenses and do business with residents of the US and LatAmI 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• Diversifying your portfolio• Identifying investment opportunities and staying up to date on market movements
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