Thomas Murray
Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management
- Role
- Private Client Advisor & Vice President of Investments at J.P. Morgan
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Thomas Murray
I am a Vice President of Investments 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 have over 5 years of experience in financial services. Prior to this role, I was a Wealth Management Banker at Merrill Lynch Wealth Management. I joined J.P. Morgan in 2024. I hold the required FINRA Series 7 & 66 and do business with residents of Wisconsin. I graduated from The University of Alabama with a Bachelor of Science degree in Chemical Engineering. I am located in location of Brookfield, WI. Outside of my professional life, I enjoying golfing, running, reading, cooking and traveling around the United States. I can help with your many financial needs, including: • Identifying investment opportunities and staying up to date on market movements • Checking in on your investment portfolio • Diversifying your portfolio • Creating a strategy to reach your financial goals • Managing through life changes
Experience
Private Client Advisor & Vice President of Investments
Nov 2024 — Present · Milwaukee, WI, US
Thomas P. Murray, CRPC® is a Private Client Advisor with J.P. Morgan Wealth Management. 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.(JPMC), 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 VALUE JPMC 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: © 2024 JPMorgan Chase & Co. All rights reserved
Education
The American College of Financial Services
Retirement Income Certified Professional
College for Financial Planning
Chartered Retirement Plan Counselor
The University of Alabama
Chemical Engineering, Chemical Engineering
2015 — 2019
College for Financial Planning
Accredited Asset Management Specialist
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