Issa Kaleh

Issa Kaleh

Financial Representative

Followers of Issa Kaleh853 followers
location of Issa KalehSan Francisco Bay Area

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  • Timeline

  • About me

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

  • Education

    • San Francisco State University

      2012 - 2017
      Bachelor of Science - BS Finance
  • Experience

    • Northwestern Mutual

      Jul 2017 - Feb 2018
      Financial Representative
    • Wells Fargo

      Mar 2018 - Dec 2018
      Customer Sales and Service Representative
    • Bank of America

      Dec 2018 - Aug 2021
      • Relationship Manager & Lending Specialist NMLS 2062617

        Nov 2020 - Aug 2021
      • Relationship Manager

        Dec 2018 - Nov 2020
    • Merrill Lynch

      Nov 2021 - Jul 2023
      • Assistant Vice President; Merrill Financial Solutions Advisor

        Jan 2023 - Jul 2023
      • Financial Solutions Advisor

        Nov 2021 - Jan 2023
    • J.P. Morgan Wealth Management

      Jul 2023 - now
      Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management

      Electronic Mail (Email) 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. (JPMC), which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. Insurance products are made availablethrough Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as ChaseInsurance Agency Services, Inc. in Florida. Certain custody and other services are provided byJPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under thecommon control of JPMorgan Chase & Co. Products not available 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 monitor allelectronic communications. Communications are for US residents only, subject to the followingdisclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategiesdescribed may not be suitable for all investors, nor should it be relied upon as investment advice,guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will notaccept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice,and is not responsible for third party posted content. Experience, skills or posts are not indications offuture results. Additional important information:https://www.chase.com/personal/investments/importantinformation linkedin© 2023 JPMorgan Chase & Co. All rights reserved Show less

  • Licenses & Certifications

    • Series 66 (Uniform Combined State Law Exam)

      NASAA
      Apr 2022
    • SIE (Securities Industry Essentials)

      FINRA
      Nov 2021
    • Life, Accident and Health or Sickness Insurance

      California Department of Insurance
      Aug 2023
    • Series 7 (General Securities Representative Exam)

      FINRA
      Feb 2022