Michael Jones
Executive Director, Private Client Advisor at J.P. Morgan Wealth Management
- Role
- Executive Director, Private Client Advisor at J.P. Morgan
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Michael Jones
Michael Jones has over 10 years of experience in financial services. Prior to this role, he was a Senior Manager at Gaba Corp in Japan. Michael joined J.P. Morgan in 2020. He holds required FINRA Series 7/63 & 65/66 /life & health insurance licenses and does business with residents of OR, WA, CA, ID, AZ, FL, MI, NV, NY, & TX. He proudly served in the US Army and once out of the military spent a large portion of his professional career working in upper management in Tokyo, Japan. Michael is an avid outdoorsman who enjoys hunting, fishing, camping, and exploring places on his motorcycle. Often with his wife and teenage daughter who also enjoy Oregon life.
Experience
Executive Director, Private Client Advisor
Feb 2026 — Present
Education
Norwich University
Masters of Business Administration, MBA, Finance, General
2012 — 2014
Marylhurst University
Bachelor's Degree
2008 — 2011
Skills
- Risk Management
- Business Planning
- Operations Management
- Customer Service
- Management Consulting
- Strategic Planning
- Sales
- Bonds
- Sales Management
- Budgets
- Financial Analysis
- Human Resources
- Employee Training
- Strategy
- Business Strategy
- Management
- Financial Risk
- Negotiation
- Interviews
- Equities
- Cross-Functional Team Leadership
- Program Management
- Market Research
- Japanese
- Organizational Development
- Training
- Public Speaking
- Coaching
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