Gavin Johnson, CFA®

Experience

• 

  Bank of America

  Jun 2012 - Aug 2012

  Summer Analyst

  - Conduct competitive analyses of the Institutional Retirement Business- Provide data points for the firm’s Institutional Retirement Strategy to gain market share in the 401k record keeping business and IRA market- Chronicled and analyzed (a) seven interviews of Executives in the Institutional Retirement Business to provide key focus areas for strategy to gain market share and (b) nine Financial Advisor (FA) interviews to provide key takeaways for Financial Advisor Retention strategy• Assessed and organized the retention rates by assets and clients of retiring FA’s who are sole practitioners or on teams using the firm’s advisor retirement program Show less

• 

  J.P. Morgan

  Jul 2013 - Jan 2020

  - Help devise customized financial strategies for existing and prospective clients- Prepare pitch books and meeting materials- Collaborate with integrated team members to analyze balance sheets and understand a client’s investment objectives to produce customized recommendations that consider appropriate risk/return objectives- Conduct research and analysis; assist with product development and prospecting efforts

  • Private Banking Investment Associate

    Jul 2016 - Jan 2020

  • Investment Analyst

    Jul 2013 - Jun 2016
• 

  J.P. Morgan Private Bank

  Jan 2020 - now

  Vice President

  J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), memberFINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offeredby JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through ChaseInsurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERALGOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered arecommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept ordersvia messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm. Show less