Tom T.
Vice President - Investments | Private Client Advisor | J.P. Morgan Wealth Management
- Role
- Private Client Advisor at J.P. Morgan
- Location
- State College, PA, US
- LinkedIn followers
- 500 followers
About Tom T.
A progressive, growth-oriented, financial advisor with (24) years of experience: Promoting and exceeding sales goals in numerous territories; Providing a concrete and dedicated customer focus; Being a subject-matter expert with products/services for both external/internal relationships; Enhancing and building a positive rapport with both internal/external client relationships; Providing sales training, developing, mentoring, and motivating of peers; Team-building and leadership; Project Management; Group meetings/Presentations; Leading teams of internal associates; Communicating articulately with a dedicated work ethic.
Experience
Private Client Advisor
Nov 2025 — Present
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: 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: 2025 JPMorgan Chase & Co. All rights reserved.
Education
Eastern University
MBA, Business Administration and Management, General
2005 — 2007
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.