Preston Kern
Vice President, Private Client Advisor | J.P. Morgan Wealth Management
- Role
- Private Client Advisor at J.P. Morgan
- Location
- Carlsbad, CA, US
- LinkedIn followers
- 500 followers
About Preston Kern
My experience in the finance and banking industry, along with my self-imposed dedication to achieving a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, have prepared me for my career in Investment Management.CERTIFIED FINANCIAL PLANNER (CFP®) Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP®, in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.Chartered Financial Analyst (CFA®) CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Experience
Private Client Advisor
Mar 2024 — Present
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
California Polytechnic State University-San Luis Obispo
Bachelor's Degree, Double Major (Business): Finance, Accounting, Economics----- Minor: Psychology
2002 — 2007
UCLA
CFP Coursework
2014 — 2016
Skills
- Commercial Banking
- Fixed Income
- Microsoft Office
- Microsoft Office 2007
- Financial Reporting
- Chartered Financial Analyst
- Real Estate
- Portfolio Management
- Mergers
- Loans
- Retirement Planning
- Research
- Outlook
- Matlab
- Financial Risk
- Investments
- Touch Point
- Financial Analysis
- Credit Analysis
- Accounting
- Corporate Finance
- Stock Picking
- Financial Planning
- Strategic Financial Planning
- Cash Flow
- Cfa
- Problem Solving
- Word
- Equities
- Excel
- Mergers & Acquisitions
- Fx Options
- Risk
- Fx
- Microsoft Excel
- Powerpoint
- Access
- Investment Strategies
- Alternative Investments
- Banking
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