Cfp Jessica Levan
Jessica LeVan is a Private Client Advisor with J.P. Morgan Wealth Management. As a
Private Client Ad...
Morgan Hill, California, United States
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Cfp Jessica Levan’s Email jessica.levan@jpmorgan.com
Social Media
Cfp Jessica Levan’s Location Morgan Hill, California, United States
Cfp Jessica Levan’s Current Industry Jp Morgan Wealth Management
Cfp Jessica Levan’s Prior Industry Jp Morgan Chase Bank | Metlife
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Work Experience
Jp Morgan Wealth Management
Vice President of Investments, Private Client Advisor
2013-05-01 00:00:00 - Present
Jp Morgan Chase Bank
Financial Advisor Associate
2011-06-01 00:00:00 - 2013-04-01 00:00:00
Metlife
Financial Services Representative, Financial Planner
2008-06-01 00:00:00 - 2010-03-01 00:00:00Skills
Languages
FAQ About Cfp Jessica Levan
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Cfp Jessica Levan is located at
Morgan Hill, California, United States -
Cfp Jessica Levan is a Jessica LeVan is a Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, Jessica helps clients and their families plan and invest to reach their goals. Jessica has over 15 years of experience in financial services. Prior to this role, she was a financial planner at MetLife. Jessica joined J.P. Morgan in 2010. She hold(s) required FINRA Series 7, 66, life & health insurance licenses. Jessica graduated from Golden Gate University with a Master's degree in Financial Planning. She is located in Morgan Hill. In her free time, Jessica enjoys spending time with her husband of 12 years, baking and playing with their rescue pets at their home in Morgan Hill. Jessica can help with your many financial needs, including: • Creating a strategy to reach your financial goals • Planning for retirement on your terms • Identifying investment opportunities and staying up to date on market movements
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Cfp Jessica Levan currently works in the Jp Morgan Wealth Management |
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No Languages Available
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Cfp Jessica Levan has prior
experience in the following industries:
Jp Morgan Chase Bank | Metlife -
Cfp Jessica Levan has the following professional experience:
Jp Morgan Wealth Management | Jp Morgan Chase Bank | Metlife -
You can view Cfp Jessica Levan’s LinkedIn profile at LinkedIn URL
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Cfp Jessica Levan’s work email
addresses are
jessica.levan@jpmorgan.com -
Jp Morgan Wealth Management |
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