Directory

>

Jamie Umberger

avatar

Jamie Umberger

Executive Director | J.P. Morgan

Boca Raton, Florida, United States

View contact details (it's free)

Jamie Umberger

Summary

Jamie Umberger is an accomplished Executive Director at J.P. Morgan Private Bank, bringing over 26 years of extensive experience in asset management and wealth advisory. With a strong focus on client relationships, Jamie has a proven track record of increasing assets under management through exceptional service and a collaborative approach. She excels in crafting customized investment strategies that not only reduce risk but also enhance performance. Jamie's expertise spans a variety of financial services, including estate planning and investment advisory, making her a trusted advisor for affluent clients. Her ability to communicate complex financial concepts clearly is a key asset in her role. Additionally, Jamie's educational background includes certifications in financial planning, underscoring her commitment to professional development. Her leadership experience in high-energy environments positions her as a valuable asset in the finance industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Jamie Umberger

Work Experience

company logo

Executive Director at

J.P. Morgan

January 2019 - Present

company logo

Wealth Management at

BNY Wealth

October 2016 - December 2018

company logo

Vice President / Wealth Advisor at

First Niagara Bank

August 2011 - September 2016

💼

Vice Pres / Investment Manager at

Wellsfargo Private Bank

May 1998 - August 2011

Logos provided by Logo.dev

Jamie Umberger

Education

Florida Atlantic University

January 2008 - January 2010

State University of New York College at Brockport, Bachelor's Degree

January 1986 - January 2001

State University of New York College at Brockport, Associate's Degree

January 1986 - January 2001

State University of New York College at Brockport, Bachelor's Degree

January 1986 - January 2001

Frequently Asked Questions about Jamie Umberger

What is Jamie Umberger email address?

Jamie Umberger's primary email address is **************@jpmorgan.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jamie Umberger work for?

Jamie Umberger is a Executive Director at J.P. Morgan.

Where Jamie Umberger graduated from?

Jamie Umberger holds a degree in Certified Financial Planner - Certification Program from Florida Atlantic University.

How can I directly contact Jamie Umberger?

To contact Jamie Umberger directly, you can use the email address **************@jpmorgan.com. Complete contact information is available upon registration with Muraena.

Who is Jamie Umberger?

Jamie Umberger is an accomplished Executive Director at J.P. Morgan Private Bank, bringing over 26 years of extensive experience in asset management and wealth advisory. With a strong focus on client relationships, Jamie has a proven track record of increasing assets under management through exceptional service and a collaborative approach. She excels in crafting customized investment strategies that not only reduce risk but also enhance performance. Jamie's expertise spans a variety of financial services, including estate planning and investment advisory, making her a trusted advisor for affluent clients. Her ability to communicate complex financial concepts clearly is a key asset in her role. Additionally, Jamie's educational background includes certifications in financial planning, underscoring her commitment to professional development. Her leadership experience in high-energy environments positions her as a valuable asset in the finance industry.

Jamie`s contact details

mail

**************@jpmorgan.com

Colleagues

avatar
Nick Hansinger

Executive Director - Product Innovation

avatar
Nick Horder

Vice President

Nick Johnston

Vice President

Nick Kawar Cfa

Vice President

Nick Law

Managing Director

avatar
Nick Li

Vice President

avatar
Nick Madden

Executive Director

avatar
Nick Paparo

Managing Director

Nick Parras

Vice President

avatar
Nick Ryan

Executive Director: Debt Capital Markets

View Contact details (it's free)
Request Profile Removal