Robert Gleckler
Managing Director - Private Client Advisor, J P Morgan Wealth Management @J.P. Morgan
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WORK HISTORY
Managing Director - Private Client Advisor, J P Morgan Wealth Management @J.P. Morgan
Rockville Centre, NY, US
EDUCATION
Hofstra University
Bachelor of Business Administration
ABOUT ROBERT GLECKLER
Robert is a Managing Director, Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, Robert helps clients and their families plan and invest to reach their goals. Robert has nearly two decades of experience in financial services. Robert joined J.P. Morgan in 2007. He holds required FINRA Series 7, 66 and Life & Health Insurance licenses. Robert and his team are located in Rockville Centre. Robert graduated from Hofstra University with a Bachelor of Business Administration, Finance. Robert lives in Rockville Centre, and in his free time, enjoys playing hockey, golfing and spending time traveling with his wife Erin, and their sons Hudson & Holden. Robert can help with your many financial needs, including: • Creating a strategy to reach your financial goals • Checking in on your investment portfolio • Managing through life changes • Planning for retirement on your terms • Diversifying your portfolio • Identifying investment opportunities and staying up to date on market movements • Balancing many goals, such as retirement and education.
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