Kurt Belongea
Executive Director / Banker at J.P. Morgan
- Role
- Executive Director & Banker at J.P. Morgan Private Bank
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Executive Director & Banker
Jan 2022 — Present · Milwaukee, WI, US
Advise ultra-high net worth executives, business owners, families and non-profit organizations on wealth transfer, investment, and lending strategies.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”). Annuities & 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.
Education
University of Wisconsin-Madison
Personal Finance
University of Wisconsin-Madison
MBA
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