Thomas Spoto
Private Client Advisor at JP Morgan Wealth Management
- Role
- Private Client Advisor and Vice President of Investments at J.P. Morgan
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Private Client Advisor and Vice President of Investments
Aug 2019 — Present · 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.(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 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: 2024 JPMorgan Chase & Co. All rights reserved
Education
University of Florida
Bachelors in Economics
2008 — 2012
Skills
- Financial Planning
- Microsoft Word
- Financial Analysis
- Customer Service
- Series 7/General Securities License
- Leadership
- Crm
- Series 66
- Powerpoint
- Microsoft Excel
- Public Speaking
- Life, Health, and Variable Annuity License (Fl, Lhva 2-15)
- Series 7
- Asset Allocation
- Financial Advisory
- Uniform Combined State Law
- Wealth Management
- Retirement
- Investments
- Economics
- Microsoft Office
- Sales
- Microsoft Powerpoint
- Finance
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