Keith Ward

About Keith Ward

Keith \'KR\' Ward is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. KR serves the needs of some of the most prominent clients in the area, including senior corporate executives, successful business owners, Wall Street professionals and hedge fund principals. He partners with the firm\'s highly skilled investment and wealth planning professionals to offer families, endowments and foundations a full array of capital market strategies to address their complex goals. Over the course of a 30-year, award-winning career, KR has gained a deep understanding of the challenges accompanying concentrated positions and the need to mitigate risk. Most recently, he worked at Merrill Lynch for ten years, where he was a member of the Chairman\'s Club and the Circle of Excellence. Previously, KR was a Senior Vice President at Morgan Stanley and earlier was with UBS. He joined J.P. Morgan to provide clients with the hands-on attention of a boutique firm coupled with the global strength of one of the most renowned financial institutions in the world.KR earned a B.A. in Business from Concordia College and attended Northeastern University. Benevolence is one of KR\'s core values, and he is Board Director at Boys & Girls Club of Greenwich, where he was formerly a National Boy of The Year. He is also heavily involved with Patient AirLift Services (PALS) and Shatterproof, a national organization focused on fighting opioid addiction.

Experience

1. Executive Director, Wealth Advisor

   J.P. Morgan

   May 2021 — Present · New York, NY, US

   J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co, which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities 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 VALUE JPMC, 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: The 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: © 2023 JPMorgan Chase & Co. All rights reserved

Education

• Concordia College - Bronxville

  Bachelor's Degree

  1985 — 1987