Matthew Marcin
Executive Director & Market Team Lead at J.P. Morgan Private Bank in Jacksonville
- Role
- Executive Director & Head of Market at J.P. Morgan Private Bank
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Matthew Marcin
I am a Managing Director and the Head of J.P. Morgan Private Bank for the Jacksonville…
Experience
Executive Director & Head of Market
Sep 2017 — Present
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. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
Education
Providence College
Bachelors, Finance
2007 — 2010
Skills
- Passed Caia Level 1 on First Attempt
- Finra
- Passed Caia Level 2 on First Attempt
- Microsoft Office
- Passed Cfa Level 2 on First Attempt
- Banking
- Series 63
- Investment Management
- Powerpoint
- Microsoft Excel
- Customer Service
- Portfolio Management
- Asset Management
- Series 7
- Wealth Planning
- Fixed Income
- Estate Planning
- Philanthropy
- Wealth Management
- Financial Analysis
- Equities
- Investments
- Passed Cfa Level 1 on First Attempt
- Passed Cfa Level 3 on First Attempt
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