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Alex Contreras

Alex Contreras

Financial Services Professional

Followers of Alex Contreras5000 followers
location of Alex ContrerasSan Diego, California, United States

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  • Timeline

  • About me

    Assistant Vice President, Private Client Banker II JP Morgan Chase Bank N.A.

  • Education

    • The American College of Financial Services

      2024 - 2025
      WMCP® - Wealth Management Certified Professional® Portfolio Management Skills

      The WMCP® program provides financial professionals with evidence-based strategies, enabling them to craft intricate plans tailored to diverse client objectives. Leveraging investments, financial products, tax tactics, and effective communication, they manage behavioral challenges, wealth transfers, and asset management. Skills acquired from the WMCP® program enhance client outcomes.

  • Experience

    • Various Companies

      Jan 2013 - Jun 2020
      Financial Services Professional

      We start by understanding your life goals—be it unforgettable vacations, funding your kids' dream school, purchasing a home, starting a business, early retirement, or more. We then craft a personalized plan using tailored financial strategies to achieve those aspirations.

    • NYLIFE Securities LLC

      Jun 2020 - May 2022
      Financial Services Professional

      Preparing for the future requires insight and trusted experience to adapt to life's shifts.We're here to assist. Whether you're at the beginning of your journey, nearing retirement, or safeguarding your achievements, we help you discover solutions for today and beyond.Financial Services Professional with NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency.Representative of New York Life Insurance Company.The Plaza & Pacifica Tower4365 Executive Drive, Suite 800San Diego, CA 92121. Show less

    • JPMorganChase

      May 2022 - now
      AVP, Private Client Banker II

      Registered Representative at J.P.Morgan Securities LLC.JPMorganChase is a leading global financial services firm, operating in over 150 countries. Asset management, investment banking, and financial services for consumers, small businesses, and commercial banking.

  • Licenses & Certifications

    • SERIES 63 – Uniform Securities Agent State Law Exam

      NASAA
      Jun 2015

    • SIE- Securities Industry ESS EXAM

      FINRA

    • Series 6 - Investment Company Products/Variable Contracts Representative Exam

      FINRA
      Jun 2015

    • California Life & Health License

      California Department of Insurance
      Jan 2015

  • Honors & Awards

    • Awarded to Alex Contreras
      Outstanding Performer Program JPMorgan Chase 2023 Through our teams hard work I helped contribute to our team to achieve the Outstanding Performer Program award for the full 2022 year.
    • Awarded to Alex Contreras
      Premier Summit Qualifier New York Life Nov 2021
    • Awarded to Alex Contreras
      Associate of the Month New York Life Jun 2021
    • Awarded to Alex Contreras
      Council Member New York Life Jun 2021
    • Awarded to Alex Contreras
      2020 New Organization Leader New York Life Securities Mar 2021
    • Awarded to Alex Contreras
      Associate of the Month New York Life Feb 2021
    • Awarded to Alex Contreras
      Associate of the Month New York Life Jan 2021
    • Awarded to Alex Contreras
      National Sales Pinnacle Award - (Top 3 %) -

  • Volunteer Experience

    • Member

      Issued by Rotary International on Dec 2021
      Rotary InternationalAssociated with Alex Contreras