George Fuchs
Managing Director, Wealth Partner - Institutional Consulting, J.P Morgan Wealth Management
- Role
- Managing Director, Wealth Partner - Institutional Consulting at J.P. Morgan
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About George Fuchs
George is a Managing Director at J.P. Morgan Wealth Management providing Institutional Consulting services to his clients. He focuses on consulting to not for profit organizations and growing companies for their investment and workplace benefit servicing needs. Outside of his client servicing role, George is active in helping form efficient strategy to best serve the firm\'s institutional clients.
Experience
Managing Director, Wealth Partner - Institutional Consulting
Jul 2023 — Present · New York, NY, 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 VALUEJPMC 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
University at Albany
BS, Atmospheric Science
1993 — 1997
New York University
CERTIFIED FINANCIAL PLANNER tm Practitioner, Financial Planning
2003 — 2003
College for Financial Planning
Certified Financial Planning Specialist TM, Corporate Retirement Plans
2007 — 2007
Skills
- Retirement
- Finance
- Pensions
- Securities
- Wealth Management Services
- Financial Planning
- Executive Transition
- Strategy
- Discretionary Asset Management
- Wealth Management
- Mutual Funds
- Asset Allocation
- Risk Management
- Defined Benefit
- Fiduciary Services
- Equities
- Profit Sharing
- Employee Benefits
- Investment Management
- Executive Carve-Out Benefits
- Investment Strategies
- Alternative Investments
- Retirement Benefits Education
- Retirement Planning
- Finra
- Investment Policy Statements
- Iras
- Financial Services
- Investments
- 401k
- Non-Qualified Deferred Compensation
- Investment Policy Development
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