Dylan Plaster

Dylan Plaster

Followers of Dylan Plaster502 followers
location of Dylan PlasterPortland, Oregon, United States

Connect with Dylan Plaster to Send Message

Connect

Connect with Dylan Plaster to Send Message

Connect
  • Timeline

  • About me

    Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management

  • Education

    • San Diego State University

      2016 - 2020
      Bachelor of Science - BS Finance, General
  • Experience

    • Prospect Home Finance

      Jun 2021 - Nov 2021
      • Opening Loan Officer

        Sept 2021 - Nov 2021
      • Loan Coordinator

        Jun 2021 - Sept 2021
    • Northwestern Mutual

      Jan 2022 - Dec 2022
      Financial Advisor
    • Fidelity Investments

      Dec 2022 - Jun 2024
      • Relationship Manager

        Aug 2023 - Jun 2024
      • Financial Representative

        Dec 2022 - Aug 2023
    • J.P. Morgan

      Jun 2024 - now
      Private Client Advisor & Vice President of Investments, J.P. Morgan Wealth Management

      Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages ThatRequire Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investmentproducts and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investmentadviser, 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 andJPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not availablein all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANYFEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electroniccommunications. 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 maynot be suitable for all investors, nor should it be relied upon as investment advice, guidance or arecommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders viaLinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for thirdparty posted content. Experience, skills or posts are not indications of future results. Additional importantinformation:https://www.chase.com/personal/investments/important-information-linkedin© 2024 JPMorgan Chase & Co. All rights reserved Show less

  • Licenses & Certifications

    • Series 6

      FINRA
      Jan 2022
    • Series 7

      FINRA
      Jan 2023
    • Series 63 & 66

      NASAA
      Feb 2022