Joseph Estabillo

About Joseph Estabillo

I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals. I have over 10 years of experience in financial services. Prior to this role, I was a title at name of company. I joined J.P. Morgan in year 2023. I hold the required FINRA Series 7, 66, and life & health insurance licenses. I can help with your many financial needs, including • Creating a strategy to reach your financial goals • Identifying investment opportunities and staying up to date on market movements • Balancing many goals, such as retirement and education.

Experience

1. Private Client Advisor & Vice President of Investments

   J.P. Morgan

   Feb 2023 — Present

   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: 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: 2025 JPMorgan Chase & Co. All rights reserved.

Education

• California State University - East Bay

  Business Administration and Management, General

  2014 — 2018