Kimberly Larsen
Vice President, Banker @J.P. Morgan Private Bank
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WORK HISTORY
Vice President, Banker @J.P. Morgan Private Bank
Denver, CO, US
J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co.(JPM). INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
EDUCATION
University of Colorado Denver
Bachelor of Science (B.S.)
University of Denver
Master of Business Administration - MBA
Santa Clara University
Finance
ABOUT KIMBERLY LARSEN
Dynamic banking and client management professional with progressive experience managing individual and business banking clients. Experienced in prospecting new business, retaining and deepening existing relationships, analyzing client financial and operating strategies, and recommending financial products and services to help meet immediate and long-term needs. An articulate, results-oriented team player who effectively collaborates with cross-functional teams to pursue both corporate and client Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A, Member FDIC. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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