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Jeff Lin
Jeff Lin
Private Client Advisor, Vice President - Investments | J.P. Morgan
Los Angeles, California, United States
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.
Jeff Lin
Work Experience
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
Financial Consultant at
Td Ameritrade
February 2018 - June 2021
Investment Consultant at
SCOTTRADE LIMITED
October 2013 - February 2018
Jeff Lin
Education
California State University, Los Angeles, Master Of Business Administration - Mba
University of California, Los Angeles, Bachelor's Degree
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
********@tdameritrade.com
***********@jpmorgan.com
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