Verified recordFinancial Services

Eric Alberico

Private Client Advisor at J.P. Morgan

Based in Charleston County, United States

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Seniority

Manager

Department

Sales & Business Development

Location

Charleston County

Industry

Financial Services

Company size

81K

Contact information

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Email

1 credit

e•••••••@jpmorgan.com

Phone

5 credits

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Background

About Eric Alberico

I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals. I have nearly 17 years of experience in financial services. Prior to this role, I was a Client Advisor at J.P. Morgan Private Bank. I joined J.P. Morgan in 2006. I hold the required FINRA Series 7, 63, 65, life & health insurance licenses and do business with residents of South Carolina, North Carolina, & Illinois. I graduated from Illinois State University with a Bachelors degree in Finance. I am located in Mount Pleasant, SC. I enjoy South Carolina living with my beautiful wife of 14 years, which includes: reading, going to the beach, golfing, and coaching my 2 boys in youth sports year round. I can help with your many financial needs, including: • Creating a strategy to reach your financial goals • Managing through life changes • Planning for retirement on your terms • Diversifying your portfolio • Identifying investment opportunities and staying up to date on market movements

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