John Albertson

Vice President - Client Advisor, Advisor Resource Team at J.P. Morgan Funds at J.P. Morgan Asset Management

Role
Vice President - Client Advisor, Advisor Resource Team, J P Morgan Funds at J.P. Morgan Asset Management
Location
Columbus, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John Albertson

Focus on providing consultative support for advisors, by-Arming advisors with intellectual capital to enhance client interactions-Helping advisors build better portfolios through J.P. Morgan Funds’ holistic approach to asset management-Delivering specialized training for advisors on the markets-Giving advisors access to our portfolio managers and strategists

Experience

  1. Vice President - Client Advisor, Advisor Resource Team, J P Morgan Funds

    J.P. Morgan Asset Management

    Jan 2018 — Present · Columbus, OH, US

    Arming advisors with intellectual capital to enhance client interactions-Helping advisors build better portfolios through J.P. Morgan Funds’ holistic approach to asset management-Delivering specialized training for advisors on the markets-Giving advisors access to our portfolio managers and strategists

Education

  • The Ohio State University, Fisher College of Business

    Bachelor of Science, Business Administration; Finance

    2004 — 2009

  • The Ohio State University Fisher College of Business

    Business Administration, Finance

    2004 — 2009

Skills

  • 529 Plans
  • Series 7
  • Competitive Positioning
  • Economic Knowledge
  • Financial Planning
  • Presentation Skills
  • Series 63
  • Finance
  • Investment Management
  • Mutual Funds
  • Microsoft Word
  • Retirement Planning
  • Consultative Sales Professional
  • Microsoft Office

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John Albertson — Vice President - Client Advisor, Advisor Resource Team, J P Morgan Funds at J.P. Morgan Asset Management in Columbus, OH, US | Unifers