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Jeff Lin

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Jeff Lin

Private Client Advisor, Vice President - Investments | J.P. Morgan

Los Angeles, California, United States

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Jeff Lin

Summary

Jeff Lin is an accomplished Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management, based in Singapore. With a strong background in finance and investment, he has built a career spanning over a decade in various reputable financial institutions across the United States. Jeff's expertise lies in providing tailored investment solutions to high-net-worth clients, ensuring their financial goals are met with precision and care. He holds a Bachelor's degree in Economics from UCLA and an MBA from California State University-Los Angeles. His career path reflects a commitment to excellence in client service and a deep understanding of market dynamics. Jeff is known for his strategic insights and ability to navigate complex financial landscapes, making him a trusted advisor in the wealth management sector. He has also held roles at notable firms like Bank of America Merrill Lynch and TD Ameritrade, further enhancing his industry knowledge.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Jeff Lin

Work Experience

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Private Client Advisor, Vice President - Investments at

J.P. Morgan

May 2023 - Present

💼

Financial Solutions Advisor at

MERRILL LYNCH, PIERCE, FENNER & SMITH LIMITED

July 2021 - May 2023

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Financial Consultant at

Td Ameritrade

February 2018 - June 2021

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Investment Consultant at

SCOTTRADE LIMITED

October 2013 - February 2018

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Jeff Lin

Education

California State University, Los Angeles, Master Of Business Administration - Mba

Frequently Asked Questions about Jeff Lin

What is Jeff Lin email address?

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

What company does Jeff Lin work for?

Jeff Lin is a Private Client Advisor, Vice President - Investments at J.P. Morgan, a company specializing in Monetary Authorities-Central Bank.

Where Jeff Lin graduated from?

Jeff Lin holds a degree in from California State University, Los Angeles.

How can I directly contact Jeff Lin?

To contact Jeff Lin directly, you can use the email address ********@tdameritrade.com. Complete contact information is available upon registration with Muraena.

Who is Jeff Lin?

Jeff Lin is an accomplished Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management, based in Singapore. With a strong background in finance and investment, he has built a career spanning over a decade in various reputable financial institutions across the United States. Jeff's expertise lies in providing tailored investment solutions to high-net-worth clients, ensuring their financial goals are met with precision and care. He holds a Bachelor's degree in Economics from UCLA and an MBA from California State University-Los Angeles. His career path reflects a commitment to excellence in client service and a deep understanding of market dynamics. Jeff is known for his strategic insights and ability to navigate complex financial landscapes, making him a trusted advisor in the wealth management sector. He has also held roles at notable firms like Bank of America Merrill Lynch and TD Ameritrade, further enhancing his industry knowledge.

Jeff`s contact details

mail

********@tdameritrade.com

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

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