Eric Cote Email
Private Client Advisor @ J.P. Morgan
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Eric Cote Location
- Omaha, NE, US
Eric Cote Work
- Private Client Advisor @ (October 2026 - Present)
- Financial Advisor @ (August 2025 - September 2026)
- Board Member of the SafeRoute program @ (September 2024 - January 2026)
- Financial Advisor @ (May 2022 - August 2025)
- Client Services Coordinator @ (July 2021 - May 2022)
- YP Summit Planning Committee @ (October 2023 - March 2024)
- Portfolio Practicum Member @ (July 2021 - May 2022)
- iJay practicum member @ (November 2020 - December 2021)
- Resident Advisor @ (February 2020 - June 2021)
- Consultant @ (July 2020 - September 2020)
- Summer Sales Associate @ (June 2021 - July 2021)
- Marketing Intern @ (February 2020 - March 2020)
Eric Cote Education
- Brett Danko Education
CFP Designation (CFP Designation Prep)
2026-2026 - Creighton University
Bachelor of Business Administration - BBA (Finance and Marketing)
2018-2022 - Hill-Murray School
High School Diploma
2014-2018
Eric Cote Skills
- Acoustic Guitar
- Analytical Skills
- Bonds
- Budgeting
- Business
- Business Management
- Communication
- Connectivity
- Customer Service
- Debt Management
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Reporting
- Financial Services
- Helping Clients
- Independent Financial Advice
- Insurance
- Internal Communications
- Investment Management
- Investments
- Leadership
- Marketing
- Marketing Strategy
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Money Management
- Options
- Personal Financial Planning
- Private Wealth Management
- Problem Solving
- QuickBooks
- Retirement Planning
- Risk Management
- Sales
- Social Media
- Social Media Marketing
- Stocks
- Strategic Communications
- Teamwork
- Ukulele
- Wealth Management Services
Eric Cote Summary
- Eric Cote, based in Omaha, NE, US, is currently a Private Client Advisor at J.P. Morgan. Eric Cote brings experience from previous roles at Retirement Income Source®, LLC, Chariots4Hope and MassMutual. Eric Cote holds a 2026 - 2026 CFP Designation in CFP Designation Prep @ Brett Danko Education. With a robust skill set that includes Acoustic Guitar, Analytical Skills, Bonds, Budgeting, Business and more. Eric Cote has 2 emails on RocketReach.
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