Wayne Martin
Private Client Advisor & Vice President of Investments at Jpmorganchase
Based in Lodi, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Lodi
Industry
Financial Services
Company size
222K
Contact information
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w•••••••@jpmorganchase.com
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Background
About Wayne Martin
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 about 5 years of experience in financial services. Prior to this role, I was an Assistant Vice President of investments Financial Solution Advisor at Bank of America/Merrill. I joined J.P. Morgan in 2023. I hold the required FINRA Series 7 & 66, life & health insurance licenses and do business with residents of California, North Carolina, Tennessee, and Texas at the moment. I am located in Lodi California. I can help with your many financial needs, including: • Creating a strategy to reach your financial goals • Managing through life changes and events • Planning for retirement on your terms • Diversifying your portfolio • Identifying investment opportunities and staying up to date on market conditions
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