Will Collis

Private Client Investment Associate at J.P. Morgan Wealth Management

Role
J P Morgan Private Client Investment Associate at J.P. Morgan
Location
Columbus, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Will Collis

I am a Private Client Investment Associate with J.P. Morgan Wealth Management.As a Private Client Investment Associate, I help clients and their families plan and invest to reach their goals.I have about 4 years of experience in financial services. Prior to this role, Iwas a associate at Ambassador Wealth Management. I joined J.P. Morgan in 2025. I hold the required FINRA Series 7 & 66, life & health insurance licenses and do business with residents of primary New York & New Jersey, Michigan, Florida, and Indiana.I graduated from The College of Wooster with a History degree. I am located in Westerville, OH.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

Experience

  1. J P Morgan Private Client Investment Associate

    J.P. Morgan

    Apr 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 2025 JPMorgan Chase & Co. All rights reserved

Education

  • School for International Training

    Study Abroad, International Relations and Multilateral Diplomacy

    2019 — 2019

  • The School for International Training`

    Study Abroad, International Relations & Multilateral Diplomacy

  • The College of Wooster

    Bachelor's degree, History

    2016 — 2020

  • The Upper Arlington High School

    High School Diploma

    2012 — 2016

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Will Collis — J P Morgan Private Client Investment Associate at J.P. Morgan in Columbus, OH, US | Unifers