Alan Cooper
Private Client Advisor & Executive Director of Investments at J P Morgan Wealth Management at Jpmorganchase
Based in Rochester, United States
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Seniority
Director
Department
Finance & Accounting
Location
Rochester
Industry
Financial Services
Company size
222K
Contact information
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a•••••••@jpmorganchase.com
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Background
About Alan Cooper
As a Private Client Advisor, I work with my team to serve a focused group of clients and households in all aspects of their financial affairs. Our services are directed through the creation of a tailored Wealth Plan to properly orientate our advice around your goals and aspirations. I have 20 year + experience in both the US and previously in the UK working with clients, their families, and other professionals such as CPAs and legal representatives with a view to providing a holistic approach to wealth creation and preservation. I can help with your many financial needs, including: • Creating a strategy toward your financial goals • Checking in on your investment portfolio and managing through life changes • Diversifying your portfolio, and identifying risks associated with concentrated positions • Selecting investment opportunities and staying up to date on market movements
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