Matthew Wells Email & Phone Number
Vice President @ J.P. Morgan Private Bank
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Matthew Wells Location
- New York, NY, US
Matthew Wells Work
- 2024 -now Vice President @
- 2023 -now Vice President @
- 2023 -2024 Director, Annuity Specialist, J.P. Morgan Wealth Management @
- 2021 -2023 Director, Annuity Specialist @
- 2020 -2021 Personal Financial Representative @
- 2018 -2020 Regional Marketing Director @
- 2013 -2018 Regional Vice President @
- 2013 -2013 Vice President, Advisor Sales @
- 2006 -2013 Regional Vice President @
- 2004 -2006 Regional Vice President @
- 2001 -2004 Internal Wholesaler @
Matthew Wells Education
- Florida State University 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 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.
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