Derek Oliphant Email & Phone Number

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

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Derek Oliphant Location

Raleigh, NC, US

Derek Oliphant Work

2025 - now Vice President of Investments and Private Client Advisor at JP Morgan Wealth Management @ J.P. Morgan
2023 - 2025 Investment Advisor Representative @ Forthright Capital Partners
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2020 - 2023 Financial Professional @ Equitable Advisors
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2018 - 2019 Financial Professional @ AXA Advisors, LLC
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2016 - 2018 Laboratory Assistant @ Penn State University
2017 - 2017 Summer Intern @ Forney Financial

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Derek Oliphant Education

Penn State University
Bachelor of Science (B.S.) (Economics)
2014 - 2018

Derek Oliphant Skills

Wealth Management Services
Financial Advisory
Client Relations

Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Asset Allocation Strategies
Insurance Strategies
Annuity Strategies
Mutual Fund Strategies

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Derek Oliphant Summary

Derek Oliphant, based in Raleigh, NC, US, is currently a Vice President of Investments and Private Client Advisor at JP Morgan Wealth Management at J.P. Morgan Wealth Management. Derek Oliphant brings experience from previous roles at Forthright Capital Partners, Equitable Advisors, AXA Advisors, LLC and Penn State University. Derek Oliphant holds a 2014 - 2018 Bachelor of Science (B.S.) in Economics @ Penn State University. With a robust skill set that includes Wealth Management Services, Financial Advisory, Client Relations, Microsoft Word, Microsoft Excel and more. Derek Oliphant has 3 emails and 1 mobile phone numbers on RocketReach.

Derek Oliphant Emails

Found 3 emails

Derek Oliphant Phone Numbers

Found 2 phone numbers

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