Melissa Conroy Whitney
Managing Director & Wealth Partner at J.P. Morgan Wealth Management
- Role
- Managing Director & Wealth Advisor at J.P. Morgan
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director & Wealth Advisor
Jun 2013 — Present
Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.(JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, 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 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: Opinions and comments may not reflect those of J.P. Morgan Securities (JPMS) or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPMS for any product, service or strategy. JPMS does not provide tax or legal advice, and will not accept orders via messaging systems. JPMS is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional important information: © 2026 JPMorgan Chase & Co. All rights reserved
Education
University of Notre Dame - Mendoza College of Business
MBA, Finance
Providence College
BA, Marketing
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