Jonathan Godoy
Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management
- Role
- Private Client Advisor at J P Morgan Wealth Management & Vice President of Investments at J.P. Morgan
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jonathan Godoy
I am a Private Client Advisor with J.P. Morgan Wealth Management and I help clients and their families plan and invest towards their goals.Prior to this role. I was Vice President of Portfolio Analytics and Construction at iCapital. I joined J.P. Morgan in 2024. I hold the required FINRA Series 7, 63 & 65, life & health insurance licensesI can help with many of your financial needs, including• Checking in on your investment portfolio• Identifying investment opportunities and staying up to date on market movements• Diversifying your portfolio• Creating a strategy to reach your financial goals• Managing through life changes• Planning for retirement on your terms• Balancing many goals, such as retirement and education.
Experience
Private Client Advisor at J P Morgan Wealth Management & Vice President of Investments
Apr 2024 — Present · Manhattan, NY, 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
Fordham Gabelli School of Business
Master of Business Administration - MBA
Seton Hall University
Bachelor of Science in Business Administration, Finance; Psychology: Financial/Investment Analysis/Valuation & Human Behavioral Sciences
Fordham Gabelli School of Business
Master of Business Administration - MBA, Investment Management; Portfolio Construction, FinTech, Alternative Investments, Commodities
2019 — 2024
Saint Joseph by the Sea HS
Advanced Regents Diploma
2009 — 2013
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