Brandon Kupfer

Brandon kupfer

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location of Brandon KupferLos Angeles, California, United States
Phone number of Brandon Kupfer+91 xxxx xxxxx
Followers of Brandon Kupfer1000 followers
  • Timeline

    Sept 2014 - Apr 2018

    Sustainability chair

    AEPI
    May 2015 - Aug 2016

    Summer Financial Analyst

    Kayne Anderson Capital Advisors, L.P.
    May 2017 - Apr 2018

    Head Of Finance

    Exceptional Life Foundation
    May 2017 - Aug 2017

    Strategic Sourcing Intern

    Farmers Insurance
    Jan 2018 - Jan 2020

    Financial Professional

    AXA Advisors, LLC
    Jan 2020 - now

    Financial Consultant

    Equitable Advisors
    Current Company
    Apr 2023 - now

    Private Client Advisor

    J.P. Morgan Wealth Management
  • About me

    Vice President - Investments, Private Client Advisor at J.P. Morgan Wealth Management

  • Education

    • University of michigan

      2014 - 2018
      Bachelor of arts - ba economics
  • Experience

    • Aepi

      Sept 2014 - Apr 2018
      Sustainability chair
    • Kayne anderson capital advisors, l.p.

      May 2015 - Aug 2016
      Summer financial analyst

      -Worked as a high yield credit analyst focusing on the energy sector.-Made a full business analysis on the LPG and Propane markets.-Investment process included researching companies, attending investment meetings, excel modeling, and predicative analysis -Hired back for Summer 2016

    • Exceptional life foundation

      May 2017 - Apr 2018
      Head of finance

      -Helped start a nonprofit corporation with the goal of raising money to support funding of inner city school music programs. -Since its inception, we have sponsored events and partnered with another Nonprofit to help grow the ELF brand and increase funds collected.

    • Farmers insurance

      May 2017 - Aug 2017
      Strategic sourcing intern

      Helped manage and procure vendor agreements and deals.Administered requests for Proposals/Quotations.Ran and advised on multiple vendor deals including a Supplier Diversity program and a Mid Cap investment fund.

    • Axa advisors, llc

      Jan 2018 - Jan 2020
      Financial professional

      REMOVE: AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d CA Insurance Lic. #0M42882

    • Equitable advisors

      Jan 2020 - now
      Financial consultant

      AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)

    • J.p. morgan wealth management

      Apr 2023 - now
      Private client advisor

      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: http://www.jpmorgan.com/pages/disclosures/email.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, andis not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information:https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved Show less

  • Licenses & Certifications

    • Ca life and health agent

      California department of insurance
    • Series 65

      Finra
    • Series 63

      Finra
      Sept 2018
    • Series 7

      Finra (financial industry regulatory authority)
      Aug 2018