Christopher Trotta

Christopher Trotta

Intern

Followers of Christopher Trotta176 followers
location of Christopher TrottaSeaford, New York, United States

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  • Timeline

  • About me

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

  • Education

    • Clemson University - College of Business and Behavioral Science

      2014 - 2016
      Bachelor's Degree Economics
  • Experience

    • Modern Woodmen of America

      Apr 2015 - Jan 2016
      Intern
    • Ocean Financial Federal Credit Union

      Jul 2016 - May 2019
      Loan Officer
    • JPMorgan Chase Bank, N.A.

      May 2019 - Feb 2022
      Private Client Banker
    • J.P. Morgan Wealth Management

      Feb 2022 - now
      Private Client Advisor & Vice President of Investments with J.P. Morgan Wealth Management

      Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registeredbroker-dealer and investment adviser, member FINRA and SIPC. Insurance products aremade available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency,doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody andother services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCBare affiliated companies under the common control of JPMorgan Chase & Co. Products notavailable in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitorall electronic communications. Communications are for US residents only, subject to thefollowing disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Anyviews/strategies described may not be suitable for all investors, nor should it be relied uponas investment advice, guidance or a recommendation to purchase, hold or sell anyinvestment or strategy. JPMC will not accept any orders via LinkedIn or its messagingsystems. JPMC does not provide tax or legal advice, and is not responsible for third-partyposted 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

    • Life, Accident & Health Insurance Agent

      Department of Financial Services
    • Series 66

      Financial Industry Regulatory Authority
    • Series 7

      Financial Industry Regulatory Authority
    • Certified Financial Planner

      CFP Board
      Apr 2022
      View certificate certificate