Roger Mahfouz
Vice President & Private Client Advisor at J.P. Morgan Wealth Management
- Role
- J P Morgan Private Client Advisor at J.P. Morgan
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Roger Mahfouz
I am a Vice President and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals. I returned to J.P. Morgan in 2025. I 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 • Identifying investment opportunities and staying up to date on market movements. By offering clients customized advice and an elevated client experience, my goal is to give you clarity and peace of mind as it relates to your financial affairs.
Experience
J P Morgan Private Client Advisor
Aug 2025 — Present
If you would like to contact me, drop me a line at r••••••••@jpmorgan.com.Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.(JPMC), which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. Insurance products are made availablethrough Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as ChaseInsurance Agency Services, Inc. in Florida. Certain custody and other services are provided byJPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA and JPMCB are affiliated companies under thecommon control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor allelectronic communications. Communications are for US residents only, subject to the followingdisclosures: opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategiesdescribed 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 notaccept 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 offuture results. Additional important © 2025 JPMorgan Chase & Co. All rights reserved
Education
Concordia University
Bachelor's Degree
Skills
- Leadership
- Financial Planning
- Bloomberg
- Derivatives
- Relationship Management
- Securities
- Business Development
- Cross-Functional Team Leadership
- Wealth Management
- Sales Management
- Fixed Income
- Hedge Funds
- Bonds
- Strategic Financial Planning
- Finance
- Retail Banking
- Equities
- Teamwork
- Mutual Funds
- Asset Management
- Communication
- Investments
- Sales
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