Nathaniel Siens
Vice President, Banker at J.P. Morgan Private Bank
- Role
- Vice President, Banker at J.P. Morgan Private Bank
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Nathaniel Siens
As a Vice President and Banker at J.P. Morgan Private Bank, I partner closely with…
Experience
Vice President, Banker
Jan 2024 — 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
The Chicago School
Master of Arts, Clinical Psychology
2006
Pittsburg State University
Bachelor of Arts, Business and Psychology
1998 — 2002
Skills
- Market Planning
- Sales
- Financial Planners
- Management
- Portfolio Management
- Loans
- 401k Rollovers
- Investment Strategies
- Lines of Credit
- Business Development
- Wealth Management
- Insurance
- Consulting
- Credit
- Investment Advisory
- Networking
- Asset Allocation
- Banking
- Investments
- Series 63
- Private Banking
- Small Business Lending
- Research
- Investment Management
- Financial Services
- Crm
- Asset Protection
- Customer Service
- Teaching
- 401k
- Finance
- New Business Development
- Series 7
- Wealth Management Services
- Leadership
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