Jesse Walia
Private Client Advisor at J.P. Morgan
Based in Great Neck, United States
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Seniority
Manager
Department
Sales & Business Development
Location
Great Neck
Industry
Financial Services
Company size
81K
Contact information
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j•••••••@jpmorgan.com
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Background
About Jesse Walia
As a Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management, I bring over 7 years of experience helping individuals and families navigate the complexities of wealth planning and investment strategy. I’m passionate about delivering personalized financial guidance rooted in trust, transparency, and long-term partnership. Holding both the FINRA Series 7 and Series 66 licenses, I work closely with clients to develop holistic financial plans tailored to their unique goals—whether it’s building generational wealth, planning for retirement, or navigating market opportunities. Backed by the strength and global resources of J.P. Morgan, I’m able to offer access to world-class insights, products, and solutions. I pride myself on building lasting relationships grounded in integrity and a deep understanding of each client’s evolving needs. Every portfolio I manage is designed with purpose, aligned with values, and built for long-term success.
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