Wendy Ehrlich

Wendy Ehrlich


San Jose, California, United States

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Work Experience

JPMorgan Chase & Co.

Vice President, Private Client Advisor

Present

J.P. Morgan Wealth Management

Vice President, Private Client Advisor

2004-05-01 - Present

JP Morgan Chase Bank, N.A.

Vice President – Investments, Independent Private Client Advisor

2004-05-01 - 2022-08-01

Wells Fargo Securities

Financial Advisor

2000-05-01 - 2004-05-01

WM Financial Services

Financial Advisor

1997-05-01 - 2000-05-01

Skills

consumer community banking corporate & investment bank asset management private banking commercial banking

Languages

English