Joe Funicelli
Private Client Investment Associate at J.P. Morgan Wealth Management
- Role
- Private Client Investment Associate at J.P. Morgan
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Joe Funicelli
I am a Private Client Investment Associate with J.P. Morgan Wealth Management. As a Private Client Investment Associate, I help clients and their families plan and invest to reach their goals.I have over 5 years of experience in financial services. I joined J.P. Morgan in 2022. I hold the required FINRA Series 7, 66, and life & health insurance licenses and do business with residents of New York, New Jersey, Connecticut, Pennsylvania, Florida, Texas, and California.I graduated from SUNY College at Oneonta with a degree in Music Industry. I am located in New York, NY.I can help with your many financial needs, including- Creating a strategy to reach your financial goals - Checking in on your investment portfolio - Identifying investment opportunities and staying up to date on market movements
Experience
Private Client Investment Associate
Feb 2022 — 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
Worcester Polytechnic Institute
Interactive Media & Game Development
2005 — 2005
SUNY Oneonta
Bachelor's Degree, Music Industry
2005 — 2009
Skills
- Editing
- Music Production
- Event Planning
- Event Management
- Film
- Video Production
- Blogging
- Video
- Music
- Entertainment
- Final Cut Pro
- Television
- Pro Tools
- New Media
- Public Relations
- Social Media
- Dj
- Video Editing
- Social Networking
- Djing
- Social Media Marketing
- Broadcast
- Digital Media
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