Juan M. Herrera
Vice President of Investments & Private Client Advisor at J.P. Morgan Wealth Management
- Role
- Vice President of Investments & Private Client Advisor at J.P. Morgan
- Location
- Corona, CA, US
- LinkedIn followers
- 500 followers
About Juan M. Herrera
Results oriented and highly motivated professional, with nearly two decades of successful…
Experience
Vice President of Investments & Private Client Advisor
Feb 2026 — Present · Brea and Anaheim, CA, 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: Opinions and comments may not reflect those of J.P. Morgan Securities (JPMS) or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPMS for any product, service or strategy. JPMS does not provide tax or legal advice, and will not accept orders via messaging systems. JPMS is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional important information: 2026 JPMorgan Chase & Co. All rights reserved
Education
Wharton Online
Corporate Finance
Saddleback High School
High School
2002 — 2006
Skills
- Credit
- Mortgage Lending
- Team Leadership
- Financial Analysis
- Creativity Skills
- Leadership
- Customer Engagement
- Social Listening
- Financial Services
- Management
- Team Motivation
- Microsoft Office
- Sales
- Communication
- Attention to Detail
- Customer Satisfaction
- Social Perceptiveness
- Sales Management
- Music Performance
- Computer Proficiency
- Flexible Approach
- Customer Acquisition
- Interpersonal Skills
- Customer Retention
- Customer Service
- Loans
- Overcoming Objectives
- Banking
- Risk Management
- Finance
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