Matthew Stevens
Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management
- Role
- Private Client Advisor and Vice President of Investments at J P Morgan Wealth Management at J.P. Morgan
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Private Client Advisor and Vice President of Investments at J P Morgan Wealth Management
Jun 2022 — Present · Hinsdale, IL, US
If you would like to contact me, please do so at m••••••••@jpmorgan.com.Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages ThatRequire Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.(JPMC), which offers investmentproducts and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investmentadviser, 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 andJPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not availablein all states.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANYFEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electroniccommunications. Communications are for US residents only, subject to the following opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described maynot be suitable for all investors, nor should it be relied upon as investment advice, guidance or arecommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders viaLinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for thirdparty posted content. Experience, skills or posts are not indications of future results. Additional 2024 JPMorgan Chase & Co. All rights reserved
Education
Western Michigan University
General Studies
2005 — 2010
Skills
- Loan Origination
- Loans
- Banking
- Commercial Lending
- Credit Analysis
- Retail Banking
- Leadership
- Financial Analysis
- Credit
- Financial Planning
- Mortgage Lending
- Commercial Banking
- Small Business Lending
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