Joseph Littman

Joseph Littman

Followers of Joseph Littman820 followers
location of Joseph LittmanCleveland, Ohio, United States

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  • Timeline

  • About me

    Vice President | Banker | J.P. Morgan Private Bank

  • Education

    • Miami University

      2010 - 2014
      Bachelor's Degree Finance, General
  • Experience

    • Protective Life

      Jun 2014 - Jun 2017
      • Regional Hybrid Wholesaler

        Mar 2016 - Jun 2017
      • Internal Wholesaler

        Jun 2014 - Feb 2016
    • Bernstein Private Wealth Management

      Jun 2017 - Nov 2021
      • Financial Advisor

        Apr 2021 - Nov 2021
      • Senior Associate

        Jun 2017 - Oct 2021
    • J.P. Morgan

      Nov 2021 - now
      Vice President | Banker | J.P. Morgan Private Bank

      “J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities are made available through Chase Insurance 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 JPM.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPM, 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 these disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. "Likes", "Favorites" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm. Show less

  • Licenses & Certifications

    • Series 6

      Financial Industry Regulatory Authority (FINRA)
    • Series 63

      Financial Industry Regulatory Authority (FINRA)
    • Series 7

      Financial Industry Regulatory Authority (FINRA)