Kevin Fitzpatrick
Private Client Advisor at J.P. Morgan
Based in New York, United States
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Seniority
Manager
Department
Sales & Business Development
Location
New York
Industry
Financial Services
Company size
81K
Contact information
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k•••••••@jpmorgan.com
Phone
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Background
About Kevin Fitzpatrick
I am a Vice President and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help individuals and their families plan and invest in accordance with their goals. I have over 12 years of experience in financial services. I hold the required FINRA Series 7, 63, and 66 licenses, as well as the New York Life, Accident, and Health Insurance license. I am located in the Smithtown/Nesconset area. I can help you with many of your financial needs including- creating a strategy toward your financial goals - planning for retirement based on your needs - portfolio diversification and analysis - life insurance and annuities - identifying investment opportunities and staying up to date with the markets I'd love to connect with you - you may email me at kevin.fitzpatrick@jpmorgan.com
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