John Yoshitake
Private Client Investment Associate Manager & Vice President at J P Morgan Wealth Management at J.P. Morgan
Based in Rancho Palos Verdes, United States
7-day free trial · no credit card
Seniority
Other
Department
Other
Location
Rancho Palos Verdes
Industry
Financial Services
Company size
81K
Contact information
Reveal John's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
j•••••••@jpmorgan.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About John Yoshitake
I am a Private Client Investment Associate Manager & Vice President at J.P. Morgan Wealth Management. I am an experienced Manager with a demonstrated history of success in the Financial Services industry. Prior to this role, I held many Branch Leadership roles with TD Ameritrade and Charles Schwab & Company. I joined J.P. Morgan Wealth Management in July of 2023, and currently hold the required FINRA Series 7, 9, 10, 63, 65 & 66 Security Licenses. I also have a California Life & Health Insurance License. I am skilled in Sales, Leadership, Financial Planning, Risk Management and am a highly motivated professional that has a solid track record of leading and developing high-producers and large teams of Financial Services professionals. I am a graduate of the University of Southern California's Marshall School of Business with a Bachelors degree in Business Administration and Finance.
Decision-makers
Other people at J.P. Morgan
- LDDirector
Luciano di Claro
Executive Director - Market Director of Wealth · Finance & Accounting
- AGDirector
Arnie Gonzalez
Market Director Wealth Management & Executive Director · Finance & Accounting
- BVStaff
Beatriz Valdez
Implementation Specialist · Operations
- BBManager
Brandon Baker
Private Client Advisor · Sales & Business Development
- DCStaff
Daniel Chow
Client Services Coordinator · Customer/Client Service
Build a list of verified contacts at J.P. Morgan
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like John
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime