Rashad Adkison

Background

About Rashad Adkison

I am a Vice President of Investments & Community 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 about 7 years of experience in financial services. Prior to this role, I was a Private Client Banker at J.P. Morgan Chase Bank, N.A. I joined J.P. Morgan in 2017. I hold the required FINRA Series 7 & 66, life & health insurance licenses and do business with residents of Texas. I graduated from University of Texas at Arlington with a Bachelor of Business Administration degree in Marketing. I am located in Dallas Texas. I am a proud member of Alpha Phi Alpha Fraternity Inc. and Pi Sigma Epsilon social and marketing fraternities. I enjoy spending quality time with my 2 children participating in various outdoor activities. Also, some of my activities within the community involves engaging with the United Way distribution staff throughout my various roles with previous employers. I can help with your many financial needs, including: • Creating a strategy to reach your financial goals • Checking in on your investment portfolio • Managing through life changes • Identifying investment opportunities and staying up to date on market movements • Balancing many goals, such as retirement and education.