简历
Jonathan Pueschel is an Executive Director and Team Lead with J.P. Morgan Private Bank, focused on New Jersey and the New York Metro area. Jon manages a group of bankers and specialists who work in concert to deliver comprehensive strategies that address the complexities of wealth. In 2020, he was named one of NJBiz’s 40 Under 40 award winners, which recognizes the best and the brightest of the Garden State’s next generation of business leaders.
Jon advises some of the Tri-State region’s most prominent executives, entrepreneurs and foundations on asset allocation, portfolio construction, capital and liquidity strategies, and generational transfer. Blending intellectual curiosity with a breadth of knowledge and experience, he serves as a champion to help families achieve their financial goals. Jon takes a partnership approach to empower his team and brainstorm innovative ideas and opportunities. He draws on his strong leadership skills to play an essential role in expanding J.P. Morgan’s presence in the marketplace.
With more than a decade of experience at the Private Bank, Jon has built a reputation for his hard work, integrity and trustworthiness. Previously, he was the Head of the firm’s New Jersey Private Bank Real Estate Practice, and has extensive experience advising commercial real estate owners, developers and managers.
Jon earned a B.S. in Accounting and Finance from The George Washington University. He is a CERTIFIED FINANCIAL PLANNER™ professional, and couples sound judgment with a big picture perspective to design customized pathways toward individualized goals. Jon holds FINRA Series 7, 9, 10 and 63 licenses, and has taken accelerated coursework to augment his expertise. He formally served as a member of the board of directors of the Greater Newark Conservancy, which works to improve the quality of life in New Jersey’s urban communities through education, beautification of the neighborhood and job training.
Jon lives with his wife, three daughters and dog in Montclair, New Jersey.
了解更多成为摩根大通私人银行客户的详情。
敬请提供有关您的个人资料，我们的客户服务团队人员将会与您联络。
*必填栏目
了解更多成为摩根大通私人银行客户的详情。
敬请提供有关您的个人资料，我们的客户服务团队人员将会与您联络。
请浏览 FINRA Brokercheck网站以了解更多我们的公司及投资专才。
投资产品（可能包括银行管理账户及托管）乃由 JPMorgan Chase Bank, N.A.及其关联公司（合称「摩根大通银行」 ）作为其一部分信托及委托服务而提供。其他投资产品及服务（例如证券经纪及咨询账户）乃由 摩根大通证券（J.P. Morgan Securities LLC）（「摩根大通证券」）提供。摩根大通证券是金融业监管局和证券投资者保护公司的成员。摩根大通银行及摩根大通证券均为受摩根大通共同控制的关联公司。产品不一定于美国所有州份提供。请与本网站内容一并阅览法律免责声明。
投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债，亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险，包括可能损失投资的本金
银行存款产品（例如支票、储蓄及银行贷款）及相关服务乃由摩根大通银行（JPMorgan Chase Bank, N.A.）提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。