Derek Oliphant Email & Phone Number
Vice President of Investments and Private Client Advisor at JP Morgan Wealth Management @ J.P. Morgan
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Derek Oliphant Location
- Raleigh, NC, US
Derek Oliphant Work
- Vice President of Investments and Private Client Advisor at JP Morgan Wealth Management @ (May 2025 - Present)
- Investment Advisor Representative @ (July 2023 - May 2025)
- Financial Professional @ (January 2020 - July 2023)
- Financial Professional @ (May 2018 - December 2019)
- Laboratory Assistant @ (March 2016 - May 2018)
- Summer Intern @ Forney Financial (May 2017 - August 2017)
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
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.
Looking for a different Derek Oliphant?
Find contact details for 700 million professionals.
Top J.P. Morgan Employees
Caitlin Simon
Managing Director
New York, NY, US
Ryland McClendon
Managing Director
New York, NY, US
Joe Pedone
Chief Technology Officer, Asset and Wealth Management
New York, NY, US
Zheniya Sidarchuk
Managing Director
San Francisco, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co