Nicholas Lupi
Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management
- Role
- Private Client Advisor & Vice President of Investments at J.P. Morgan
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Nicholas Lupi
I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth…
Experience
Private Client Advisor & Vice President of Investments
Oct 2024 — Present · NY, US
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 JP Morgan 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: The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via Linkedin or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: © 2024 JPMorgan Chase & Co. All rights reserved
Education
State University of New York Cortland
Bachelor of Business Administration (B.B.A.), Business economics with a concentration in international business
2013 — 2017
Skills
- Microsoft Office
- Customer Service
- Management
- Microsoft Excel
- Microsoft Word
- Leadership
- Powerpoint
- Public Speaking
- Strategic Planning
- Quick Learner
- Quickbooks
- Resourceful in the Completion of Projects
- Operational Planning
- Social Media
- Teamwork
- Expert Level Training at Excel
- Quick Learner
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