Matthew Wells Email & Phone Number
Vice President @ J.P. Morgan Private Bank
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Matthew Wells Location
- New York, NY, US
Matthew Wells Work
- Vice President @ (February 2024 - Present)
- Vice President @ (June 2023 - Present)
- Director, Annuity Specialist, J.P. Morgan Wealth Management @ (June 2023 - February 2024)
- Director, Annuity Specialist @ (December 2021 - June 2023)
- Personal Financial Representative @ (October 2020 - December 2021)
- Regional Marketing Director @ (December 2018 - October 2020)
- Regional Vice President @ (August 2013 - December 2018)
- Vice President, Advisor Sales @ (May 2013 - August 2013)
- Regional Vice President @ (December 2006 - April 2013)
- Regional Vice President @ (June 2004 - December 2006)
- Internal Wholesaler @ (July 2001 - June 2004)
Matthew Wells Education
- Florida State University
Bachelor of Science (B.S.) (Political Science)
1996-2000
Matthew Wells Skills
- Fixed Annuities
- Mutual Funds
- Retirement Planning
- Retirement
- Insurance
- Series 63
- Life Insurance
- Series 6
- 401k
- Wealth Management
- Variable Annuities
- Investments
- Long-term Care
- Strategic Financial Planning
- Financial Services
- Series 7
- Long Term Care
- Leadership
- Research
- Project Management
- New Business Development
Matthew Wells Summary
- Matthew Wells, based in New York, NY, US, is currently a Vice President at J.P. Morgan Private Bank. Matthew Wells brings experience from previous roles at J.P. Morgan Private Bank, J.P. Morgan, First Republic Private Wealth Management and Allstate Financial Services, LLC. Matthew Wells holds a 1996 - 2000 Bachelor of Science (B.S.) in Political Science @ Florida State University. With a robust skill set that includes Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Insurance and more. Matthew Wells has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Matthew Wells?
Find contact details for 700 million professionals.
Top J.P. Morgan Private Bank Employees
Helena Darling
Vice President, Banker
New York, NY, US
Branden Joe
Vice President, Banker at J.P. Morgan Private Bank
Columbus, OH, US
Umar Farooq
Vice President, Banker
Los Angeles, CA, US
David Lopez
Vice President, US Lending Business Management
New York, NY, US
Gaia Panzeri
Vice President
Milan, IT
Ryan McCann
Vice President, Banker
New York, NY, US
Christian Cadena
Vice President, Banker
Texas, United States
Mark Henderson
Vice President, Banker
Washington, DC, US
John Snyder
Vice President, Banker at J.P. Morgan Private Bank
Washington, DC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co