Todd Risen
Private Client Advisor at J.P. Morgan Wealth Management
- Role
- Private Client Advisor at J.P. Morgan
- Location
- Tucson, AZ, US
- LinkedIn followers
- 500 followers
About Todd Risen
I am a Private Client Advisor with J.P. Morgan Wealth Management.As a Private Client Advisor, I help clients and their families plan and invest toreach their goals.I can help with your many financial needs, including (select 3-5):• 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.
Experience
Private Client Advisor
Feb 2026 — Present · Tucson, AZ, US
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
University of Arizona - Eller College of Management
Bachelor's degree, Business Administration and Management, General
2013 — 2015
Arizona Western College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
2009 — 2013
Skills
- Management
- Networking
- 401(K) Rollovers
- Computer Hardware
- Financial Analysis
- Wealth Preservation Planning
- Software Installation
- Laptops
- Ios
- Retirement Planning
- Research
- Windows
- Android
- Mobile Devices
- Computer Network Operations
- Gaming Industry
- Buy-Sell Agreements
- Technical Support
- Team Motivation
- Account Management
- Sales Operations
- Customer Service
- Customer Satisfaction
- Microsoft Office
- Sales
- Microsoft Sql Server
- IT Operations
- Employee Training
- Microsoft Project
- Direct Sales
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