Miranda Holmes
Managing Director, Northwest Lead, Wealth Planner at JP Morgan U.S. Wealth Management
- Role
- Managing Director, Northwest Lead, Wealth Planner at JPMorganChase
- Location
- Oakland, CA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director, Northwest Lead, Wealth Planner
Jul 2023 — Present · San Francisco, CA, US
Education
UC Santa Barbara
BFA, Theatre - Acting Emphasis
1988 — 1992
Skills
- Disability Insurance
- Financial Planning
- Wealth
- Wealth Management
- Asset Allocation
- Personal Finance
- Investment Strategies
- Estate Planning
- Retirement Planning
- Finra
- Wealth Transfer
- Investments
- Financial Advisory
- Uniform Combined State Law
- Investment Management
- Retirement
- Series 7
- Strategic Financial Planning
- High Net Worth Individuals
- Finance
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