Samuel Lucas
Vice President, Banker at J.P. Morgan Private Bank
- Role
- Vice President, Banker at J.P. Morgan Private Bank
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Samuel Lucas
As a Vice President and Private Banker at J.P. Morgan Private Bank, I offer personalized…
Experience
Vice President, Banker
Mar 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”). 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
University of Charleston
Master of Business Administration (MBA)
2013 — 2014
Universidade Vila Velha - UVV
International Studies
2014 — 2014
University of Charleston
Accounting/Finance
2009 — 2013
Skills
- Wealth Management
- Charitable Giving
- Asset Allocation
- Public Speaking
- Strategy
- Finance
- Small Business Retirement Plans
- Financial Services
- Leadership
- Customer Service
- Investments
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