
Issa Kaleh
Financial Representative

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

San Francisco State University
2012 - 2017Bachelor of Science - BS Finance
Experience

Northwestern Mutual
Jul 2017 - Feb 2018Financial Representative
Wells Fargo
Mar 2018 - Dec 2018Customer Sales and Service Representative
Bank of America
Dec 2018 - Aug 2021Relationship Manager & Lending Specialist NMLS 2062617
Nov 2020 - Aug 2021Relationship Manager
Dec 2018 - Nov 2020

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

J.P. Morgan Wealth Management
Jul 2023 - nowPrivate Client Advisor and Vice President of Investments at J.P. Morgan Wealth ManagementElectronic 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)
NASAAApr 2022
SIE (Securities Industry Essentials)
FINRANov 2021
Life, Accident and Health or Sickness Insurance
California Department of InsuranceAug 2023
Series 7 (General Securities Representative Exam)
FINRAFeb 2022
Languages
- arArabic
- enEnglish
- spSpanish
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