Shai Salomon
Financial Advisor Executive Director @J.P. Morgan
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor Executive Director @J.P. Morgan
Chicago, IL, 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, 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 JPMorgan 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 VALUEJPMC 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: 2023 JPMorgan Chase & Co. All rights reserved
EDUCATION
Long Island University
B.S, Biology
SKILLS
ABOUT SHAI SALOMON
I am an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a partner of The Salomon Mikell Group, I manage investments for high-net-worth individuals, athletes, business owners, divorcées and finance professionals. I leverage my past experiences on the municipal bond trading desk and as a sales manager to offer tailored investment strategies.I have over 15 years of financial industry experience, which began with a role as a Junior Advisor for Dean Witter. Seeking exposure to fixed income, I joined UBS, and as a Municipal Bond Portfolio Specialist, I advised Wealth Advisors on creating and restructuring portfolios aimed at aligning characteristics with client objectives, risk tolerance, performance and current market conditions. I transitioned to the UBS Institutional Municipal Desk, where I coordinated efforts with institutional accounts and traders to provide liquidity for buy-side accounts with par values exceeding $1 billion daily.In 2008, I became the Complex Sales Manager with UBS in Chicago, where he was responsible for the day-to-day management of 90 Wealth Advisors and $4.7 billion in client assets. After nearly a decade of coaching Advisors to deliver outstanding service to their clients, I joined the Wealth Management division of Morgan Stanley to apply these skills directly as a Wealth Advisor. I moved to J.P. Morgan in 2016 to offer clients access to the global financial resources of the firm.I graduated from Long Island University with a B.S. in Biology. I live in Glencoe with my wife and two daughters. When not spending time with his clients or his family, I enjoy golfing, exercising and traveling.Our approach is simple and straightforward: We put clients first.We serve high-net-worth and sophisticated clients, including business owners and financial professionals, and deliver tailored strategies that address a broad range of financial needs—investment management, lending, mortgages, trust and estate strategies, philanthropic giving and wealth transfer.The wealth management services we offer are comprehensive, and each relationship is anchored by a long-term, multigenerational vision.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.